Vanguard S&P 500 ETFVOOETF

13F holders, Q4 2025 (December 31)
3,854holders +387
170new positions
85sold out
11famous investors
$622.53avg. 13F price*

At the end of Q4 2025, 3,854 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 387 from Q3 2025. 170 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($24.5B), California Public Employees Retirement System ($19.8B) and Raymond James Financial Inc. ($18.4B). 11 famous investors held it, including Prem Watsa (1.8% of Fairfax Financial Holdings's portfolio), Leon Cooperman (0.9% of Omega Advisors (Leon Cooperman)'s portfolio) and Joel Greenblatt (0.4% of Gotham Asset Management's portfolio).

Company
Vanguard S&P 500 ETF
CUSIP
922908363
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 2,747Q1 2024Q2 2024: 2,833Q2 2024Q3 2024: 2,932Q3 2024Q4 2024: 3,326Q4 2024Q1 2025: 3,333Q1 2025Q2 2025: 3,391Q2 2025Q3 2025: 3,467Q3 2025Q4 2025: 3,854Q4 2025Q1 2026: 3,866Q1 2026Q2 2026: 4,016Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions170$14.1B
Exits85$2.2B

All 13F filers, Q3 2025 → Q4 2025: 91,623,530 shares bought and 32,191,148 shares sold, net +59,432,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,854 holders

Vanguard Group Inc. 0.36% Add +3.0% 39,068,508 $24.5B
California Public Employees Retirement System 11.33% Add +21.7% 31,586,839 $19.8B
Raymond James Financial Inc. 5.73% Add +3.6% 29,347,563 $18.4B
Bank of America Corp. 1.24% Add +4.4% 27,086,989 $17.0B
Morgan Stanley 0.92% Reduce -3.5% 24,568,372 $15.4B
Royal Bank of Canada 2.36% Add +496.2% 21,356,933 $13.4B
Goldman Sachs Group Inc. 1.31% Add +9.3% 14,723,638 $9.2B
Jones Financial Companies LLLP 5.52% Add +4.7% 14,438,145 $9.1B
Capula Management Ltd 48.57% Add +1487852.0% 11,903,616 $7.5B
JPMorgan Chase & Co. 0.49% Reduce -57.1% 11,688,493 $7.3B
Acorns Advisers, LLC 43.23% Add +2.1% 9,183,205 $5.8B
Natixis 20.39% New 8,250,224 $5.2B
LPL Financial LLC 1.17% Add +7.4% 6,814,280 $4.3B
Teacher Retirement System of Texas 14.35% Add +164.7% 6,615,774 $4.1B
Envestnet Asset Management Inc. 1.21% Reduce -26.1% 6,497,051 $4.1B
Wells Fargo & Company 0.76% Add +5.4% 6,174,290 $3.9B
Ameriprise Financial Inc. 0.71% Add +0.5% 4,993,237 $3.1B
Mercer Global Advisors Inc. 4.75% Add +9.5% 5,382,675 $3.1B
Cerity Partners LLC 4.28% Add +6.4% 4,684,615 $2.9B
Marshall Wace, LLP 2.79% New 4,580,704 $2.9B
UBS Group AG 0.50% Reduce -1.5% 4,030,702 $2.5B
Clal Insurance Enterprises Holdings Ltd 14.63% Add +23.3% 3,616,622 $2.3B
Bank of New York Mellon Corp 0.39% Add +430.3% 3,559,269 $2.2B
Assetmark, Inc. 4.43% Add +3.1% 3,462,284 $2.2B
Citigroup Inc. 1.35% Reduce -2.4% 3,156,386 $2.0B
Moneta Group Investment Advisors LLC 14.41% Add +7.8% 3,036,683 $1.9B
National Mutual Insurance Federation of Agricultural Cooperatives 13.45% No change 2,925,650 $1.8B
Corient Private Wealth LP 2.49% Add +18.4% 2,922,560 $1.8B
Kedalion Capital Management LLP 43.85% New 2,847,850 $1.8B
Cambridge Associates LLC /Ma/ 28.18% Add +10.2% 2,745,610 $1.7B
Northwestern Mutual Wealth Management Co. 1.06% Add +9.1% 2,682,140 $1.7B
Focus Partners Wealth 1.90% Add +6.3% 2,662,135 $1.7B
Potomac Fund Management Inc. 61.32% New 2,653,203 $1.7B
HighTower Advisors, LLC 1.77% Reduce -3.0% 2,577,224 $1.6B
Trans-Canada Capital Inc. 88.64% Add +20.9% 2,456,382 $1.5B
Macquarie Group Ltd. 6.51% Add +693.1% 2,371,010 $1.5B
FJ Investments, LLC 83.65% Reduce -2.5% 2,110,580 $1.3B
Cliftonlarsonallen Wealth Advisors, LLC 19.87% Add +3.8% 2,096,375 $1.3B
Truist Financial Corp. 1.72% Add +1.6% 2,049,157 $1.3B
E-L Financial Corp Ltd 100.00% Reduce 0.0% 1,479,844 $1.3B
Alberta Investment Management Corp 8.15% Add +22.4% 1,951,472 $1.2B
Cetera Investment Advisers 1.33% Add +4.9% 1,938,813 $1.2B
Cambridge Investment Research Advisors, Inc. 3.16% Reduce -2.6% 1,903,945 $1.2B
Envestnet Portfolio Solutions, Inc. 4.10% Add +1.9% 1,859,900 $1.2B
Investure, LLC 63.28% Add +14.9% 1,804,877 $1.1B
Glenmede Trust Co. NA 5.27% — 1,772,161 $1.1B
Pathstone Holdings, LLC 3.95% Reduce -1.7% 1,634,496 $1.0B
United Capital Financial Advisors, LLC 6.04% Add +3.0% 1,595,889 $1.0B
Mirae Asset Global Investments Co., Ltd. 2.75% Reduce -5.9% 1,579,657 $990.7M
Stifel Financial Corp. 0.88% Reduce -0.4% 1,561,259 $979.1M
Fisher Asset Management 0.33% Add +0.5% 1,551,244 $972.8M
Creative Planning 0.68% Add +8.5% 1,513,193 $949.0M
BlackRock, Inc. 0.02% Add +181.6% 1,506,067 $944.5M
Bank of Montreal 0.38% Reduce -2.4% 1,488,405 $933.4M
Provida Pension Fund Administrator 15.57% Add +62.8% 1,435,455 $900.2M
Manufacturers Life Insurance Company, The 0.74% Add +3.5% 1,429,571 $896.5M
Alliancebernstein L.P. 0.28% Add +12.2% 1,413,896 $886.7M
Plante Moran Financial Advisors, LLC 55.86% Reduce -6.8% 1,406,636 $882.1M
Nicholas Hoffman & Company, LLC. 20.16% Add +0.2% 1,386,621 $869.6M
Rockefeller Capital Management L.P. 1.55% Add +14.7% 1,375,839 $862.8M
Freestone Grove Partners LP 6.22% Add +1.4% 1,370,820 $859.7M
Commonwealth Equity Services, LLC 1.13% Reduce -0.7% 1,347,386 $845.0M
JMG Financial Group, Ltd. 23.61% Reduce -1.1% 1,339,289 $839.9M
Osaic Holdings, Inc. 1.20% Reduce -10.1% 1,302,862 $817.9M
Bank of Korea 35.30% — 1,285,416 $806.1M
Country Trust Bank 13.74% Add +251.5% 1,209,937 $758.8M
Captrust Financial Advisors 1.44% Add +1.6% 1,208,818 $758.1M
Varma Mutual Pension Insurance Co 4.58% New 1,207,700 $757.4M
Angeles Investment Advisors, LLC 49.40% Reduce -2.7% 1,180,537 $740.4M
Clearstead Advisors, LLC 9.26% New 1,170,336 $734.0M
Wealthspire Advisors, LLC 5.77% Reduce -49.9% 1,156,962 $725.6M
Systematic Alpha Investments, LLC 22.16% No change 1,132,544 $710.3M
Schroder Investment Management Group 0.50% Reduce -9.8% 1,048,213 $662.2M
Natixis Advisors, LLC 0.94% Reduce -4.8% 1,055,011 $661.6M
Nepc LLC 13.60% Add +24.3% 1,017,491 $638.1M
Pandi, LLC 98.23% Reduce -7.0% 986,384 $618.6M
Summit Trail Advisors, LLC 10.55% Reduce -17.4% 972,830 $610.1M
CIBC Private Wealth Group LLC 1.00% Add +14.4% 941,501 $590.4M
Prudential Financial Inc. 0.71% Add +439.3% 931,299 $584.0M
CIBC Asset Management Inc 1.40% Reduce -0.7% 926,277 $580.9M
Northwestern Mutual Investment Management Company, LLC 6.74% Reduce -0.1% 920,788 $577.5M
Constellation Investments, Inc. 17.32% Add +69.2% 895,000 $561.3M
Wealth Enhancement Advisory Services, LLC 0.76% Add +0.5% 881,778 $561.0M
Diversified Trust Co. 10.25% Add +7.2% 887,525 $556.6M
P/E Global LLC 40.01% Add +616.4% 885,220 $555.1M
Baird Financial Group, Inc. 0.86% Add +6.6% 877,730 $550.5M
Mariner, LLC 0.64% Add +2.9% 858,740 $538.6M
Call To Action Foundation 100.00% Reduce -6.8% 852,551 $534.7M
Rakuten Investment Management, Inc. 1.78% No change 867,009 $529.0M
Capstone Investment Advisors, LLC 5.28% Add +35.2% 829,895 $520.5M
Wealthfront Advisers LLC 1.14% Add +2.8% 812,030 $509.2M
MML Investors Services, LLC 1.22% Add +5.8% 801,052 $502.4M
GenTrust, LLC 21.08% Add +3.2% 776,100 $486.7M
Alerus Financial NA 23.12% Add +0.7% 753,577 $472.6M
Citizens Financial Group Inc. 6.29% Add +0.3% 747,672 $468.9M
Dumac, Inc. 71.66% — 743,880 $466.5M
Nomura Asset Management International Inc. 0.70% — 741,398 $465.0M
Tiaa Trust, National Association 1.11% Reduce -3.2% 740,611 $464.5M
Bessemer Group Inc. 0.70% Reduce -3.7% 724,471 $454.3M
Neuberger Berman Group LLC 0.33% Add +1.1% 701,604 $440.0M
Kensington Asset Management, LLC 22.53% Add +13.5% 690,058 $435.9M
Texas Capital Bank Wealth Management Services Inc 24.65% Add +15.0% 681,295 $427.3M
Cerity Partners OCIO LLC 22.63% Reduce -33.2% 652,230 $409.0M
Analyst IMS Investment Management Services Ltd. 11.84% Reduce -21.6% 647,689 $406.2M
Hollencrest Capital Management 13.85% Add +0.7% 637,700 $399.9M
SWF LLC 40.07% No change 631,823 $396.2M
Wellington Management Group LLP 0.07% Reduce -8.6% 625,197 $392.1M
Quantinno Capital Management LP 0.78% Add +26.5% 620,828 $389.3M
Wedbush Securities Inc. 11.35% Add +7.8% 619,976 $388.8M
NewEdge Advisors, LLC 1.37% Add +10.2% 601,451 $377.2M
Bokf, NA 5.69% Reduce -0.1% 592,711 $371.7M
Beacon Pointe Advisors, LLC 2.58% Add +13.1% 585,411 $367.1M
FMR LLC 0.02% Add +9.6% 582,482 $365.3M
Valmark Advisers, Inc. 4.49% Add +2.4% 579,503 $363.4M
AQR Capital Management 0.19% Add +29.6% 571,170 $358.2M
Keybank National Association 1.28% Add +2.0% 569,337 $357.0M
Acropolis Investment Management, LLC 16.04% Reduce -0.1% 568,515 $356.5M
Fifth Third Bancorp 1.13% Reduce -3.0% 564,729 $354.2M
NorthRock Partners, LLC 5.87% Add +18.4% 554,355 $347.7M
SHP Wealth Management 26.89% — 551,209 $345.7M
Globe Life Inc. 86.57% Reduce -2.7% 549,183 $344.4M
Center for Financial Planning, Inc. 35.32% Add +0.7% 541,356 $339.5M
Old National Bancorp 5.61% Add +1.8% 538,372 $337.6M
Retirement Planning Group, LLC 10.69% Add +3.7% 518,743 $325.3M
Cresset Asset Management, LLC 1.37% Add +8.9% 514,647 $322.8M
Allspring Global Investments Holdings, LLC 0.52% Add +12.3% 509,110 $319.9M
National Philanthropic Trust 3.16% Add +5.4% 509,785 $319.7M
JBF Capital, Inc. 46.17% No change 509,121 $319.3M
Lido Advisors, LLC 1.26% Add +1.2% 513,016 $317.5M
BOK Financial Private Wealth, Inc. 19.22% Reduce -0.3% 500,682 $314.0M
US Bancorp \de 0.36% Reduce -1.9% 491,976 $308.5M
Steward Partners Investment Advisory, LLC 1.68% Add +4.4% 489,170 $306.8M
Ieq Capital, LLC 0.92% Add +6.2% 488,941 $306.6M
Sand Hill Global Advisors, LLC 10.62% Reduce -2.5% 485,490 $304.5M
Sagespring Wealth Partners, LLC 5.49% Reduce -1.4% 1,509,542 $302.3M
Fiera Capital Corp 0.96% Reduce -1.9% 481,937 $302.2M
M&T Bank Corp 0.96% Reduce -0.4% 478,502 $300.1M
Janus Henderson Group PLC 0.13% Reduce -2.4% 476,793 $299.0M
Liquid Strategies, LLC 64.34% Reduce -11.6% 471,333 $295.6M
Keel Point, LLC 17.75% Add +4.1% 469,568 $294.5M
SCS Capital Management LLC 3.07% Add +0.0% 462,701 $290.2M
Harbour Investments, Inc. 5.88% Add +6.7% 462,287 $289.9M
MCF Advisors LLC 15.90% Reduce -2.8% 458,913 $287.8M
Sun Life Financial Inc. 15.07% Reduce -6.4% 457,725 $287.1M
West Virginia University Foundation, Inc 53.71% Add +22.4% 452,174 $283.6M
Norinchukin Bank, The 3.29% Add +24.1% 450,080 $282.3M
Thrivent Financial for Lutherans 0.51% Add +75.4% 445,220 $280.4M
Kestra Advisory Services, LLC 1.15% Add +6.7% 445,834 $279.6M
Northern Trust Corp. 0.03% Reduce -0.5% 432,360 $271.1M
Karpus Management, Inc. 8.14% Reduce -4.7% 422,908 $265.2M
First Manhattan Co. Llc. 0.69% Reduce -11.3% 421,733 $264.5M
Brown Advisory Inc. 0.37% Add +16.4% 419,594 $263.1M
Robertson Stephens Wealth Management, LLC 7.32% Add +1.6% 414,081 $259.7M
Axis Capital Holdings Ltd. 91.09% No change 413,884 $259.6M
Smithfield Trust Co 11.46% Reduce -1.1% 413,101 $259.1M
Itau Unibanco Holding S.A. 6.31% Add +22.0% 410,577 $257.5M
USS Investment Management Ltd 1.27% Reduce -62.8% 406,404 $254.8M
Exchange Traded Concepts, LLC 2.12% Add +1.1% 405,962 $254.6M
Employees Retirement System of Texas 2.41% New 403,400 $253.0M
Invictus Private Wealth, LLC 15.30% Add +4.7% 403,160 $252.8M
Makena Capital Management LLC 30.21% Reduce -21.1% 401,937 $252.1M
Allianz Asset Management GmbH 0.29% Reduce -6.1% 399,194 $250.3M
Sanctuary Advisors, LLC 1.36% Add +1.5% 397,484 $249.3M
Janney Montgomery Scott LLC 0.57% Add +0.2% 395,782 $248.2M
TSG Advice Partners, LLC 37.82% — 395,063 $247.8M
Farther Finance Advisors, LLC 2.58% Add +22.2% 383,021 $240.2M
Wit, LLC 4.81% Add +309.5% 382,779 $240.1M
Regions Financial Corp. 1.54% Add +0.3% 382,636 $240.0M
Lincoln National Corp. 7.00% Reduce -0.4% 381,655 $239.3M
Fusion Family Wealth, LLC 18.10% Add +1.9% 380,778 $238.8M
Blair William & Co. 0.63% Add +13.7% 375,230 $235.3M
Sageworth Trust Co 10.02% Add +5.1% 372,915 $233.9M
Stratos Wealth Partners, LTD. 2.66% Reduce -1.1% 372,650 $233.7M
New York Life Insurance Co. 51.17% No change 372,170 $233.4M
SBI Securities Co., Ltd. 5.97% Reduce -0.1% 369,998 $232.0M
Coldstream Capital Management Inc. 2.96% Add +0.9% 363,127 $227.7M
Gleason Group, Inc. 22.17% Reduce -0.0% 360,592 $226.1M
Steel Grove Capital Advisors, LLC 23.33% Add +3.5% 357,525 $224.2M
Welch Capital Partners LLC 44.65% Reduce -0.1% 355,231 $222.8M
EP Wealth Advisors, LLC 1.15% — 353,724 $221.8M
Powers Capital, LLC 99.07% No change 350,822 $220.0M
Trajan Wealth LLC 9.05% Reduce -1.6% 346,296 $217.2M
Pinnacle Financial Partners, Inc. 1.64% — 345,478 $216.7M
AE Wealth Management LLC 1.22% Add +1.9% 338,280 $212.1M
Bartlett & Co. Wealth Management LLC 2.76% Add +0.1% 336,080 $210.8M
Means Investment Co., Inc. 17.73% Add +7.1% 335,586 $210.5M
First American Financial Corp 56.11% Add +23.9% 334,066 $209.5M
Retirement Systems of Alabama 0.68% Reduce -4.7% 332,799 $208.7M
GeoWealth Management, LLC 7.69% Add +2.7% 332,774 $208.7M
DAVENPORT & Co LLC 1.13% Add +17.1% 332,599 $208.6M
Wallace Foundation 100.00% — 328,152 $205.8M
Savvy Advisors, Inc. 6.61% Add +42.0% 326,075 $204.5M
Albion Financial Group 12.70% Reduce -1.3% 325,357 $204.0M
TRB Advisors LP 47.74% Reduce -31.6% 325,000 $203.8M
Equitable Trust Co. 9.06% Add +2.9% 323,425 $202.8M
Jabodon PT Co. 26.77% New 322,647 $202.3M
Human Investing LLC 28.08% Add +3.2% 317,084 $198.9M
AMG National Trust Bank 4.68% Add +10.3% 316,444 $198.5M
Blue Trust, Inc. 2.23% Reduce -1.7% 315,339 $197.8M
Betterment LLC 0.37% Add +2.9% 312,521 $196.0M
Zhang Financial LLC 7.27% Add +2.5% 310,861 $195.0M
Vestmark Advisory Solutions, Inc. 2.63% Add +31.0% 310,808 $194.9M
Intrust Bank NA 16.14% Reduce -2.0% 310,766 $194.9M
&partners 1.00% Add +80.1% 304,035 $191.1M
Equitable Holdings, Inc. 1.30% Add +6.7% 302,489 $189.7M
Lockheed Martin Investment Management Co. 6.30% Reduce -3.0% 300,700 $188.6M
Private Advisor Group, LLC 0.87% Reduce -6.9% 294,380 $184.6M
Taiyo Life Insurance Co. 15.57% No change 290,100 $181.9M
OneDigital Investment Advisors LLC 1.78% Reduce -1.9% 289,976 $181.9M
Peapack Gladstone Financial Corp. 2.29% Add +3.8% 289,525 $181.6M
American Trust 15.25% Reduce -6.9% 289,240 $181.4M
Sterling Capital Management LLC 2.94% Reduce -4.0% 287,591 $180.4M
Concurrent Investment Advisors, LLC 2.06% Add +16.5% 287,584 $180.4M
TLT Family Holdco ULC 19.67% Reduce -9.5% 285,650 $179.1M
Glassman Wealth Services 24.12% Add +0.8% 285,053 $178.8M
Wescott Financial Advisory Group, LLC 15.56% Reduce -3.1% 284,296 $178.3M
State Farm Mutual Automobile Insurance Co. 0.14% Add +43.8% 284,075 $178.2M
Merit Financial Group, LLC 1.42% Reduce -4.2% 282,059 $176.9M
State of Tennessee, Department of Treasury 0.57% Reduce -5.2% 277,910 $176.8M
Hardy Reed LLC 12.57% Add +0.3% 281,146 $176.3M
GoalVest Advisory LLC 33.18% Add +5.5% 276,212 $173.2M
Fairfield University 85.53% Reduce -2.3% 270,794 $169.8M
Circle Wealth Management, LLC 2.61% Add +87.6% 270,210 $169.5M
Chicago Partners Investment Group LLC 4.16% Add +2.6% 266,263 $168.8M
World Investment Advisors 2.75% Add +9.9% 267,475 $167.7M
Greenwood Gearhart LLC 9.16% Reduce -2.4% 265,400 $166.4M
D.A. Davidson & Co. 1.02% Add +2.9% 264,661 $166.0M
Federation des caisses Desjardins du Quebec 0.63% Reduce -0.3% 261,155 $163.8M
Opus Capital Group, LLC 17.60% Reduce -1.9% 259,044 $162.5M
Allen Investment Management, LLC 1.80% Add +0.3% 258,455 $162.1M
Choreo, LLC 2.06% Add +14.9% 256,152 $161.8M
Savant Capital, LLC 0.92% Add +13.8% 257,191 $161.3M
Venturi Wealth Management, LLC 7.15% Add +2.7% 256,931 $161.1M
Lutz Financial Services LLC 10.81% Add +2.7% 253,536 $159.0M
BIP Wealth, LLC 5.57% Add +62.6% 251,628 $157.8M
Global Wealth Strategies & Associates 38.89% Add +1.8% 248,751 $156.0M
United Services Automobile Association 9.82% Add +27.9% 247,379 $155.1M
Bogart Wealth, LLC 6.20% Reduce -0.1% 246,361 $154.5M
Banco Santander, S.A. 1.15% Add +11.4% 245,748 $154.1M
Permanent Capital Management, LP 30.00% Add +0.9% 245,519 $154.0M
Stephens Greth Foundation 88.48% — 245,401 $153.9M
Bouchey Financial Group, Ltd. 11.42% Add +2668.3% 242,835 $152.3M
Southern Farm Bureau Life Insurance 15.72% Add +21.9% 242,780 $152.2M
Securian Asset Management, Inc. 5.74% Add +304.7% 241,230 $151.3M
Hirtle & Co., LLC 5.74% Reduce -4.0% 238,056 $149.3M
Nissay Asset Management Corp. /Japan 0.77% No change 236,572 $148.4M
First Western Trust Bank 7.28% Reduce -4.2% 236,042 $148.0M
Forvis Mazars Wealth Advisors, LLC 2.79% Reduce -2.2% 236,007 $148.0M
Wiser Wealth Management, Inc 32.50% Add +0.5% 233,095 $146.2M
Condor Capital Management 11.59% Reduce -0.7% 228,320 $143.2M
ALM First Financial Advisors, LLC 28.35% Reduce -6.6% 261,088 $143.2M
Strategic Investment Advisors / MI 12.37% Add +227.2% 227,965 $143.0M
Millburn Ridgefield LLC 3.41% Reduce -0.7% 227,957 $143.0M
Catalyst Capital Advisors LLC 2.94% Reduce -0.7% 227,957 $143.0M
Litman Gregory Wealth Management LLC 10.40% Reduce -8.6% 226,423 $142.0M
Korea Investment CORP 0.28% Add +39.6% 224,898 $141.0M
Clarius Group, LLC 7.95% Reduce -0.9% 222,141 $139.3M
Cwm, LLC 0.38% Reduce -3.6% 220,765 $138.4M
OP Asset Management Ltd 1.63% No change 219,490 $137.6M
Steele Capital Management, Inc. 5.89% Add +1.1% 218,957 $137.3M
Tectonic Advisors LLC 7.21% Add +6.6% 217,890 $136.6M
NewEdge Wealth, LLC 1.54% Add +303.4% 217,086 $136.1M
Yarbrough Capital, LLC 4.23% No change 216,447 $135.7M
Fund Evaluation Group, LLC 4.37% Reduce -0.3% 210,473 $132.0M
Perigon Wealth Management, LLC 2.31% Add +96.0% 205,787 $129.1M
Prime Capital Investment Advisors, LLC 1.57% Reduce -4.5% 205,731 $129.0M
Orion Porfolio Solutions, LLC 0.94% Add +6.5% 205,106 $128.6M
William Marsh Rice University 63.01% Add +75.0% 204,415 $128.2M
Keewaydin Investments LLC 34.00% — 203,790 $127.8M
PNC Financial Services Group, Inc. 0.07% Add +28.2% 203,595 $127.7M
Bank Hapoalim BM 11.43% Add +0.0% 202,733 $127.1M
Caprock Group, LLC 2.68% Reduce -2.3% 201,947 $126.6M
Ancora Advisors LLC 2.61% Reduce -0.1% 201,751 $126.5M
Agf Management Ltd. 0.55% Reduce -6.6% 200,598 $125.8M
Mayport, LLC 25.23% Reduce -0.6% 199,759 $125.3M
StoneX Group Inc. 5.43% Add +0.3% 199,328 $125.0M
Affiance Financial, LLC 19.98% Add +0.2% 197,900 $124.1M
HSBC Holdings PLC 0.07% Add +10.2% 197,182 $123.7M
Arrow Financial Corp 12.33% Reduce -7.1% 197,217 $123.7M
Amtrust Financial Services, Inc. 39.23% No change 196,400 $123.2M
HB Wealth Management, LLC 0.79% Add +1.9% 193,868 $121.6M
Waverly Advisors, LLC 0.98% Add +165.3% 193,364 $121.3M
Performa Ltd (US), LLC 30.24% Add +14.8% 190,013 $119.2M
Wedmont Private Capital 4.14% Add +9.8% 187,783 $119.1M
American Family Investments, Inc. 4.24% Add +10.0% 187,733 $117.7M
RMR Wealth Builders 9.42% Add +3.9% 187,658 $117.7M
Charles Schwab Trust Co 7.73% Reduce -1.1% 187,611 $117.7M
J. Safra Sarasin Holding AG 1.91% Add +0.3% 187,009 $117.3M
Atria Investments, Inc 1.33% Add +9.2% 186,940 $117.2M
Apollon Wealth Management, LLC 2.03% Add +1.3% 186,853 $117.2M
Liberty Mutual Group Asset Management Inc. 11.00% New 184,247 $115.5M
Partners Capital Investment Group, LLP 4.28% Reduce -7.6% 182,948 $114.7M
Callan Family Office, LLC 2.46% Add +2254.9% 182,668 $114.6M
Sei Investments Co. 0.11% Add +7.0% 180,661 $113.3M
RFG Holdings, Inc. 28.40% Add +1.6% 180,604 $113.3M
Gotham Asset Management 0.41% Add +14.2% 180,596 $113.3M
Aspiriant, LLC 3.25% Add +14.6% 180,170 $113.0M
Sepio Capital, LP 6.17% Add +6.4% 179,859 $112.8M
Efficient Advisors, LLC 6.56% Reduce -2.2% 179,276 $112.4M
Arkos Global Advisors 14.35% Reduce -2.9% 178,483 $111.9M
Crane Advisory, LLC 16.83% Reduce -1.9% 174,081 $111.3M
Compass Financial Group, INC 15.77% Add +3.2% 176,110 $110.4M
Quest Investment Management LLC 11.80% New 174,358 $109.3M
Advisor OS, LLC 8.77% Add +5.0% 173,663 $108.9M
Redwood Investment Management, LLC 12.12% Reduce -1.1% 171,940 $107.8M
Evoke Wealth, LLC 2.07% Add +0.9% 171,537 $107.6M
WASHINGTON TRUST Co 3.47% Add +1.6% 169,390 $106.2M
Common Fund for Nonprofit Organizations 8.58% Reduce -4.7% 168,431 $105.6M
Proffitt & Goodson Inc. 14.65% Add +1.1% 167,176 $104.8M
One Day In July LLC 8.54% Reduce -6.3% 165,705 $103.9M
Ironclad Investments LLC 48.15% No change 164,258 $103.0M
Conrad Siegel Investment Advisors, Inc. 19.37% Add +0.8% 162,851 $102.1M
CJM Wealth Advisers, Ltd. 30.52% Add +0.1% 162,695 $102.0M
Angeles Wealth Management, LLC 5.63% Add +16.6% 162,688 $102.0M
Scotia Capital Inc. 0.41% Add +3.7% 162,506 $101.9M
Pure Financial Advisors, LLC 1.52% Add +4.3% 161,991 $101.6M
Mgo One Seven LLC 2.07% Reduce -13.8% 161,462 $101.3M
Goldstone Financial Group, LLC 11.27% Add +4.2% 161,267 $101.1M
Comerica Bank 0.40% Add +0.7% 159,051 $99.7M
Mill Creek Capital Advisors, LLC 2.02% Reduce -7.5% 157,728 $98.9M
Ensign Peak Advisors, Inc 0.17% Reduce -2.5% 156,342 $98.0M
SilverOak Wealth Management LLC 15.36% Reduce -0.8% 156,251 $98.0M
Obermeyer Wealth Partners 4.46% Add +2.7% 155,497 $97.5M
Summit Financial, LLC 1.43% Add +1.9% 155,474 $97.5M
Empire Life Investments Inc. 5.44% Add +4.1% 154,049 $96.6M
Midwest Trust Co 1.19% Add +36.8% 152,130 $95.4M
WestHill Financial Advisors, Inc. 18.12% Reduce -0.2% 152,088 $95.4M
BCS Wealth Management 9.62% Add +117.7% 151,815 $95.2M
Go Invest LLC 31.16% — 151,227 $94.8M
MJP Associates Inc. 11.79% Add +1.6% 150,351 $94.3M
Silphium Asset Management Ltd 39.88% Add +28.7% 150,000 $94.1M
Simon Quick Advisors, LLC 4.11% Add +3.0% 149,999 $94.1M
West Financial Advisors, LLC 15.82% Reduce -7.1% 149,519 $93.8M
Composition Wealth, LLC 1.34% Add +1.5% 149,365 $93.7M
Wealthcare Advisory Partners LLC 1.84% Reduce -1.4% 149,344 $93.7M
Bell Bank 4.00% Reduce -17.2% 149,089 $93.5M
Manning & Napier Advisors LLC 1.21% Add +4.8% 147,940 $93.5M
Beaird Harris Wealth Management, LLC 6.31% Add +9.0% 146,086 $91.6M
Franklin Resources Inc. 0.02% Add +92.8% 145,501 $91.2M
Trevian Wealth Management LLC 43.14% Add +2.5% 144,976 $90.9M
Stordahl Capital Management, Inc. 18.70% Reduce -1.1% 144,889 $90.9M
Cambridge Advisors Inc. 17.24% Reduce -1.6% 144,374 $90.5M
MAI Capital Management 0.52% Add +7.1% 143,912 $90.3M
CFO4Life Group, LLC 12.82% Reduce -1.4% 143,379 $89.9M
Aptus Capital Advisors, LLC 0.76% Add +11.2% 143,165 $89.8M
Webster Bank, N. A. 8.40% Add +1.8% 142,704 $89.5M
Mesirow Financial Investment Management, Inc. 1.84% Reduce -28.6% 142,674 $89.5M
Turtle Creek Wealth Advisors, LLC 6.99% Add +20.0% 141,553 $88.8M
Syntegra Private Wealth Group, LLC 8.07% Add +5.0% 140,174 $87.9M
Pinion Investment Advisors, LLC 21.33% Add +2.3% 139,365 $87.4M
Kingsview Wealth Management, LLC 1.24% Add +12.1% 137,067 $86.0M
Elwood & Goetz Wealth Advisory Group, LLC 14.95% Reduce -0.2% 135,626 $85.1M
Brookstone Capital Management 0.96% Add +8.1% 133,805 $83.9M
Fortune 45 LLC 40.03% Add +3.7% 133,219 $83.7M
Daymark Wealth Partners, LLC 2.66% Add +41.0% 132,968 $83.4M
Proficio Capital Partners LLC 5.81% Reduce -41.8% 131,985 $82.8M
Jefferies Financial Group Inc. 0.69% Add +0.2% 131,444 $82.4M
Brio Consultants, LLC 10.68% Add +0.5% 131,014 $82.2M
Hamilton Capital Partners Inc. 3.00% Add +34.1% 130,239 $81.7M
Connective Capital Management, LLC 47.93% New 130,110 $81.6M
AmeriServ Wealth Advisors 47.13% Reduce -1.3% 129,262 $81.1M
Elevation Point Wealth Partners, LLC 3.90% Add +44.4% 129,073 $80.9M
Standard Family Office LLC 84.86% No change 127,386 $79.9M
Capital Group Private Client Services, Inc. 1.27% Add +4.2% 127,232 $79.8M
Francis Financial, Inc. 15.48% Reduce -0.1% 126,064 $79.1M
Fidato Wealth LLC 50.41% Add +1.6% 125,821 $78.9M
CoreCap Advisors, LLC 2.75% Reduce -0.2% 125,459 $78.7M
MA Private Wealth 12.79% Reduce -15.1% 122,209 $76.6M
Trust Co of Tennessee 15.19% Add +35.7% 121,922 $76.5M
Grove Bank & Trust 8.57% Add +1.6% 121,504 $76.2M
Kinsale Capital Group, Inc. 12.64% Add +36.8% 121,379 $76.1M
Summit Wealth Group, LLC 17.73% Add +0.1% 121,058 $75.9M
Evermay Wealth Management LLC 8.50% Reduce -1.6% 120,828 $75.8M
Selective Wealth Management, Inc. 23.60% Reduce -2.5% 118,716 $75.6M
Elm Partners Management LLC 3.43% Add +32.9% 120,434 $75.5M
Fiduciary Wealth Partners, LLC 30.96% Reduce -1.1% 120,381 $75.5M
Dunhill Financial, LLC 23.72% Reduce -3.1% 119,887 $75.2M
Scott Capital Advisors, LLC 16.63% Reduce -0.8% 119,698 $75.1M
BOCHK Asset Management Ltd 19.93% No change 119,000 $74.6M
Ciovacco Capital Management LLC 37.32% Reduce -1.1% 118,810 $74.5M
Oldfather Financial Services, LLC 21.92% Reduce -2.3% 117,397 $73.6M
J.W. Cole Advisors, Inc. 1.78% Reduce -8.6% 139,225 $73.4M
SoundView Advisors Inc. 25.59% Reduce -8.3% 116,948 $73.3M
Larson Financial Group LLC 2.43% Reduce -10.2% 115,783 $72.6M
HRT Financial LP 0.23% Add +386.5% 115,777 $72.6M
Investment Research & Advisory Group, Inc. 23.87% Reduce -0.9% 114,991 $72.1M
Petersen Hastings Wealth Advisors Inc. 6.92% — 114,916 $72.1M
Axxcess Wealth Management, LLC 1.28% Add +162.1% 114,824 $72.0M
Franklin, Parlapiano, Turner & Welch, LLC 17.85% Reduce -4.2% 112,994 $71.9M
Standpoint Asset Management, LLC 16.42% Reduce -3.4% 114,600 $71.9M
Stephens Inc. 0.89% Add +9.1% 113,894 $71.4M
Commerce Bank 0.39% Add +5.6% 113,199 $71.0M
Prudential PLC 0.57% No change 113,192 $71.0M
Certuity, LLC 4.46% Add +5.9% 113,015 $70.9M
Northeast Investment Management 2.77% Add +1.9% 112,924 $70.8M
Factory Mutual Insurance Co. 0.72% Reduce -36.6% 112,887 $70.8M
Lansing Street Advisors 18.06% Reduce -1.1% 111,946 $70.2M
David Kennon Inc 24.91% Reduce -2.3% 111,761 $70.1M
O'shaughnessy Asset Management, LLC 0.38% Add +1.7% 111,149 $69.7M
Allworth Financial LP 0.28% Add +2.6% 110,292 $69.2M
Fifth Third Securities, Inc. 4.48% Reduce -1.9% 109,292 $68.5M
West Paces Advisors Inc. 13.23% Add +1.3% 109,074 $68.4M
Evercore Wealth Management, LLC 1.00% Add +28.8% 108,649 $68.1M
Geneos Wealth Management Inc. 1.65% Add +24.6% 107,407 $67.4M
Valeo Financial Advisors, LLC 1.49% Reduce -2.9% 106,623 $66.9M
Brighton Securities Corp. 32.85% Add +0.8% 106,136 $66.6M
Stephens Consulting, LLC 21.44% Add +0.8% 105,780 $66.3M
National Bank of Canada 0.07% Add +15.8% 104,814 $65.7M
TradeWell Securities, LLC. 25.56% Add +1.3% 104,720 $65.7M
AJ Advisors, LLC 24.18% Add +4.3% 104,452 $65.5M
Sierra Capital LLC 6.91% Reduce -0.9% 104,183 $65.3M
Progeny 3, Inc. 3.49% No change 103,300 $64.8M
Hill Island Financial LLC 15.47% Add +0.5% 103,094 $64.7M
Kestra Private Wealth Services, LLC 0.80% Reduce -0.1% 103,022 $64.6M
Ballentine Partners, LLC 0.91% Reduce -4.4% 102,794 $64.5M
Moody National Bank Trust Division 6.20% Add +5.1% 102,704 $64.4M
Rathbones Group PLC 0.25% Reduce -2.1% 102,195 $64.1M
Nadler Financial Group, Inc. 5.95% Reduce -0.5% 102,011 $64.0M
Acorn Financial Advisory Services Inc. 9.42% Add +0.1% 101,741 $63.8M
Rehmann Capital Advisory Group 3.31% Add +26.8% 101,313 $63.6M
Summitas Investment Management LLC 47.64% — 100,968 $63.3M
Jasper Ridge Partners, L.P. 1.39% Reduce -3.5% 100,368 $62.9M
Crestmont Private Wealth LLC 20.09% Add +0.2% 98,561 $61.8M
Deutsche Bank AG 0.02% Add +8.3% 98,434 $61.7M
Money Concepts Capital Corp. 3.43% Add +22.1% 97,525 $61.2M
Gentry Private Wealth, LLC 38.47% Add +5.1% 97,347 $61.0M
Roundview Capital LLC 3.75% Add +1.2% 97,141 $60.9M
Rolek Wealth Management LLC 41.52% Add +7.5% 96,571 $60.6M
Guardian Wealth Advisors, LLC / NC 3.80% Add +0.9% 96,484 $60.5M
Twele Capital Management, Inc. 10.79% Add +0.4% 96,280 $60.4M
CENTRAL TRUST Co 1.18% Add +6.7% 96,211 $60.3M
Fiduciary Group, LLC 5.06% Add +14.7% 96,125 $60.3M
Power Alpha Investment Ltd 6.18% — 95,800 $60.1M
New England Asset Management Inc. 8.15% Add +3.4% 95,755 $60.1M
Simplicity Wealth,LLC 3.55% Reduce -6.7% 95,049 $59.6M
Mutual Advisors, LLC 1.27% Add +3.4% 94,448 $59.2M
TD Waterhouse Canada Inc. 0.37% Add +73.5% 94,347 $59.2M
Karnit Road Accident Victims Compensation Fund 33.32% — 94,007 $59.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8.17% No change 94,007 $59.0M
Safir Wealth Advisors, LLC 41.25% Reduce -2.4% 93,802 $58.8M
Fragasso Financial Advisors Inc 3.56% Reduce -0.2% 93,707 $58.8M
Tenon Financial LLC 24.76% Add +17.8% 93,676 $58.7M
Next Level Wealth Planning, LLC 31.15% Add +2.7% 93,333 $58.5M
IFG Advisors, LLC 9.72% Add +5.2% 93,096 $58.4M
AlphaCore Capital LLC 1.31% Add +3.3% 92,808 $58.2M
Oppenheimer & Co. Inc. 0.83% Add +7.8% 92,739 $58.2M
Hillcrest Wealth Advisors - NY, LLC 25.01% Add +0.1% 92,635 $58.1M
Souders Financial Advisors 6.65% Reduce -0.8% 92,612 $58.1M
Warren Street Wealth Advisors, LLC 16.46% Reduce -3.0% 91,374 $57.3M
Kearns & Associates LLC 29.46% Reduce -0.3% 90,937 $57.0M
Level Financial Advisors 15.04% Add +1.9% 90,688 $56.9M
Optas, LLC 8.89% Reduce -6.0% 90,622 $56.8M
Fort Point Capital Partners LLC 6.88% Add +18.9% 89,229 $56.8M
Gladstone Institutional Advisory LLC 2.12% Reduce -0.6% 89,455 $56.1M
Range Advisory, LLC 14.39% — 88,970 $55.8M
Headlands Technologies LLC 4.61% Add +250.0% 88,151 $55.3M
Freestone Capital Holdings, LLC 1.63% Add +2.6% 87,882 $55.1M
Advanced Asset Management Advisors Inc 14.98% Add +0.1% 87,471 $54.9M
Rwa Wealth Partners, LLC 0.60% Add +19.7% 86,969 $54.5M
Citadel Advisors 0.04% Reduce -44.0% 86,892 $54.5M
MLG Wealth Management DBA Pine Grove Financial Group 6.49% — 85,748 $53.8M
EMC Capital Management 23.80% Add +1.1% 84,254 $53.6M
Cantor Fitzgerald Investment Advisors L.P. 3.96% Reduce -3.1% 85,358 $53.5M
Topsail Wealth Management, LLC 7.84% Add +39.7% 85,292 $53.5M
3Chopt Investment Partners, LLC 11.95% Add +3.5% 85,011 $53.3M
AlTi Global, Inc. 1.14% Add +0.5% 84,859 $53.2M
Compound Planning, Inc. 1.57% Add +5.2% 84,447 $53.0M
Drucker Wealth 3.0, LLC 9.26% Add +4.4% 83,964 $52.7M
Crescent Grove Advisors, LLC 4.98% Add +0.2% 83,555 $52.4M
Taikang Asset Management (Hong Kong) Co Ltd 5.17% Reduce -22.2% 83,414 $52.3M
BNP Paribas Financial Markets 0.03% Reduce -55.1% 83,341 $52.3M
Resolute Advisors LLC 16.97% Add +4.2% 82,979 $52.0M
HBW Advisory Services LLC 5.65% Reduce -0.1% 82,977 $52.0M
Storen Legacy Partners, LLC 16.30% — 82,837 $51.9M
Sage Mountain Advisors LLC 2.75% Add +1.3% 82,836 $51.9M
Mitchell McLeod Pugh & Williams Inc. 7.40% Add +2.8% 81,172 $51.8M
Rooted Wealth Advisors, Inc. 14.51% Reduce -0.7% 81,725 $51.6M
CANADA LIFE ASSURANCE Co 0.09% Reduce -3.0% 81,584 $51.2M
Boyd Wealth Management, LLC 21.71% Reduce -0.9% 81,632 $51.2M
Sage Financial Group Inc. 3.39% Reduce -0.4% 81,607 $51.2M
Salomon & Ludwin, LLC 4.52% Reduce -2.1% 80,896 $51.2M
CreativeOne Wealth, LLC 1.24% Add +36.9% 81,593 $51.2M
Fort Washington Investment Advisors Inc. 0.27% Add +2.6% 81,402 $51.0M
Innovative Wealth Building LLC 37.07% Add +10.9% 81,093 $50.9M
Sompo Asset Management Co., Ltd. 8.70% Reduce -1.3% 80,918 $50.7M
Global Retirement Partners, LLC 0.90% Add +4.7% 80,877 $50.7M
Foundations Investment Advisors, LLC 0.67% Add +8.4% 80,851 $50.7M
Sigma Planning Corp 1.39% Add +1.1% 80,619 $50.5M
Marex Group Ltd 0.55% Add +70.4% 80,351 $50.4M
Fiduciary Trust Co 0.57% Reduce -2.2% 79,804 $50.0M
Pioneer Family Office, LLC 33.78% — 79,718 $50.0M
Allianz SE 0.64% Add +44.1% 79,361 $49.8M
ForthRight Wealth Management, LLC 14.23% Reduce -1.9% 78,913 $49.5M
HBK Sorce Advisory LLC 1.14% Reduce -4.0% 77,874 $49.5M
Integrated Wealth Concepts LLC 0.59% Reduce -32.4% 78,774 $49.4M
Greenleaf Trust 0.45% Reduce -0.3% 78,354 $49.1M
First Financial Bankshares Inc 0.99% Add +507.8% 78,126 $49.0M
TD Private Client Wealth LLC 1.03% Add +1.4% 77,056 $48.3M
BCK Partners, Inc. 25.91% Reduce -4.6% 76,456 $47.9M
Kickstand Ventures, Llc. 10.05% Add +1.5% 76,027 $47.7M
Lepercq De Neuflize Asset Management LLC 27.29% Add +0.3% 75,989 $47.7M
Steph & Co. 13.70% Reduce -0.8% 75,772 $47.5M
Landmark Wealth Management, Inc. 17.80% Add +1.9% 75,165 $47.1M
Diversify Advisory Services, LLC 1.49% Add +0.8% 73,917 $47.0M
Sheets Smith Wealth Management 5.14% Add +5.0% 74,641 $46.8M
Sellwood Investment Partners LLC 18.18% Reduce -0.6% 74,237 $46.6M
Associated Banc-Corp 1.19% Reduce -2.1% 74,231 $46.6M
Ashton Thomas Securities, LLC 8.79% Add +12.4% 73,806 $46.3M
Passaic Partners LLC 4.79% Reduce -12.0% 73,782 $46.3M
Oak Harvest Investment Services 5.03% Add +1.0% 73,501 $46.1M
GreatBanc Trust CO 32.46% Reduce -2.1% 73,462 $46.1M
Avior Wealth Management, LLC 1.43% Reduce -0.7% 73,251 $45.9M
Fulton Bank, N.A. 1.59% Add +8.5% 73,157 $45.9M
Johnson Investment Counsel Inc. 0.37% Add +2.7% 73,139 $45.9M
Landmark Wealth Management, LLC 17.55% Add +10.4% 73,123 $45.9M
Howland Capital Management LLC 1.74% Add +2.7% 72,880 $45.7M
Cibc World Market Inc. 0.08% Add +2.6% 72,695 $45.6M
MBM Wealth Consultants, LLC 10.82% Reduce -0.7% 72,591 $45.5M
TrustBank 18.83% — 71,965 $45.1M
Galilei Investment Office LLP 21.20% Reduce -2.6% 72,900 $45.0M
Resolute Capital, LLC 18.55% — 70,760 $44.4M
Steffes Financial, Ltd. 23.17% — 70,746 $44.4M
Asset Management One Co., Ltd. 0.12% Add +3.6% 70,032 $44.3M
Ameritas Advisory Services, LLC 1.66% Add +58.2% 70,580 $44.3M
Curated Wealth Partners LLC 4.77% Add +12.7% 70,385 $44.1M
Spirepoint Private Client, LLC 4.22% Add +319.4% 70,352 $44.1M
GW Henssler & Associates Ltd. 2.12% Add +1220.7% 70,326 $44.1M
ASO GROUP Ltd 17.23% — 70,325 $44.1M
Bravera Wealth 22.09% — 70,325 $44.1M
Avion Wealth 9.19% Reduce -0.2% 69,877 $43.8M
Parisi Gray Wealth Management 9.83% Add +0.6% 69,078 $43.3M
Front Street Capital Management, Inc. 6.14% Reduce -0.2% 69,175 $43.2M
Strategic Advisory Partners, LLC 35.77% — 68,740 $43.1M
Greenbush Financial Group, LLC 14.63% Add +7.8% 68,610 $43.0M
Phillips Financial Management, LLC 2.77% Reduce -0.5% 68,523 $43.0M
Trust Co of the South 6.85% Add +19.6% 67,910 $42.6M
Bailard, Inc. 0.94% Reduce -32.8% 67,501 $42.3M
St. Louis Trust Co 4.84% Reduce -2.7% 67,345 $42.2M
Atom Investors LP 3.34% New 67,041 $42.0M
NWF Advisory Services Inc. 4.64% Reduce -2.8% 66,978 $42.0M
SigFig Wealth Management, LLC 1.25% Add +0.4% 66,682 $41.8M
Trust Co. of Vermont 1.74% Add +18.8% 66,644 $41.8M
Verum Partners LLC 8.42% Add +1.7% 66,608 $41.8M
Mather Group, Llc. 0.43% Add +1.0% 66,515 $41.7M
QRG Capital Management, Inc. 0.46% Add +6.1% 66,413 $41.6M
Cynosure Group, LLC 4.24% Add +2.0% 66,391 $41.6M
Atlas Legacy Advisors, LLC 7.30% Add +9.0% 66,339 $41.6M
Principal Financial Group Inc. 0.02% Add +0.4% 65,953 $41.4M
Eagle Wealth Strategies LLC 19.25% Add +0.5% 65,921 $41.3M
Level Four Advisory Services, LLC 1.35% Add +12.4% 65,829 $41.3M
Pittenger & Anderson Inc. 1.58% Add +3.0% 65,515 $41.1M
Clifford Group, LLC 31.39% Add +1.7% 64,811 $40.6M
Jackson Wealth Management, LLC 3.96% Add +6.3% 64,811 $40.6M
Vident Advisory, LLC 0.38% Add +19.1% 64,767 $40.6M
Plancorp, LLC 1.23% Reduce -4.4% 64,767 $40.6M
Capital Management Associates, Inc 8.96% Add +40.3% 64,592 $40.5M
Leavell Investment Management, Inc. 1.68% Add +2.6% 64,392 $40.4M
Apella Capital, LLC 0.79% Add +12.4% 64,050 $40.2M
Oxler Private Wealth LLC 11.52% Reduce -0.7% 63,419 $39.8M
Claro Advisors Inc. 5.37% Add +7.0% 62,769 $39.4M
Ameritas Investment Partners, Inc. 1.19% Reduce -1.6% 62,197 $39.0M
Financial Management Professionals, Inc. 4.02% Reduce -2.8% 62,122 $39.0M
Dynamic Advisor Solutions LLC 1.24% Add +114.8% 61,428 $38.5M
Ethos Financial Group, LLC 2.85% Reduce -1.0% 61,415 $38.5M
Mfa Wealth Advisors, LLC 8.10% Add +4.4% 61,089 $38.3M
GenWealth Group, Inc. 6.52% Add +6.0% 60,137 $38.3M
Boston Family Office LLC 2.43% Add +6.2% 61,006 $38.3M
Modern Wealth Management, LLC 0.70% Reduce -11.6% 60,876 $38.2M
J. R. Prunier Capital Management LLC 15.84% — 60,796 $38.1M
Financial Sense Advisors, Inc. 8.05% Add +2.0% 60,623 $38.0M
Fairway Wealth LLC 10.25% Add +0.1% 60,595 $38.0M
Aufman Associates Inc 19.45% Reduce -1.1% 60,528 $38.0M
Aurelius Family Office LLC 16.15% Add +1.9% 59,367 $37.5M
Thayer Partners, LLC / MA 18.17% — 59,564 $37.4M
IFG Advisory, LLC 1.63% Add +7.9% 59,525 $37.3M
Integral Investment Advisors, Inc. 9.24% Add +3.4% 59,419 $37.3M
Legacy PCG, LLC 23.04% Reduce -4.9% 59,336 $37.2M
Bear Mountain Capital, Inc. 11.98% Add +0.8% 58,303 $37.1M
Bleakley Financial Group, LLC 0.64% Add +4.9% 59,139 $37.1M
Stratos Wealth Advisors, LLC 1.78% Add +3.9% 58,800 $36.9M
University of Chicago 17.73% Reduce -6.6% 58,449 $36.7M
Royal Fund Management, LLC 3.36% Add +22.3% 58,246 $36.7M
Fairfax Financial Holdings 1.75% No change 58,248 $36.5M
Crestwood Advisors Group, LLC 0.60% Add +0.9% 57,749 $36.2M
Hikari Tsushin, Inc. 2.36% Reduce -12.3% 57,755 $36.2M
Fidelis Capital Partners, LLC 2.63% Reduce -0.0% 57,653 $36.2M
Sfm, LLC 21.08% Add +1.2% 57,363 $36.0M
Garde Capital, Inc. 2.13% Reduce -0.9% 57,251 $35.9M
Focus Partners Advisor Solutions, LLC 0.44% Reduce -33.6% 57,021 $35.8M
Ameraudi Asset Management, Inc. 19.63% Reduce -7.3% 56,971 $35.7M
Cordgrass Capital Advisors, LLC 8.55% Reduce -0.9% 56,775 $35.6M
Park Presidio Capital LLC 2.89% Add +46.5% 56,565 $35.5M
Brooklyn FI, LLC 7.59% Reduce -0.7% 56,525 $35.4M
Trek Financial, LLC 2.05% Reduce -11.2% 56,469 $35.4M
Boston Trust Walden Corp 0.27% Add +3.8% 56,461 $35.4M
First Merchants Corp. 1.31% Add +4.0% 56,278 $35.3M
Brown Brothers Harriman & Co. 0.19% Add +71.1% 55,702 $34.9M
GC Wealth Management RIA, LLC 1.28% Add +222.8% 55,584 $34.9M
Barclays PLC 0.01% Reduce -87.5% 55,447 $34.8M
Applied Capital LLC 13.37% Add +2.5% 55,409 $34.7M
Precision Wealth Strategies, LLC 11.24% Reduce -11.5% 55,341 $34.7M
First National Bank of Omaha 1.03% Add +8.7% 55,269 $34.7M
Renaissance Technologies 0.05% New 55,260 $34.7M
Topor & Co. Korea 26.06% — 55,149 $34.6M
Park Avenue Securities LLC 0.29% Add +18.5% 54,891 $34.4M
Basso Capital Management, L.P. 20.49% Add +0.0% 54,879 $34.4M
IFP Advisors, Inc 0.77% Add +1.6% 54,402 $34.1M
Advisory Services Network, LLC 0.48% Add +4.5% 54,353 $34.1M
R. W. Roge & Company, Inc. 16.84% Add +0.1% 54,353 $34.1M
Okabena Investment Services Inc. 6.49% Reduce -13.3% 54,263 $34.0M
Prospera Financial Services Inc 0.56% Add +11.6% 53,803 $33.8M
Williams Jones Wealth Management, LLC. 0.38% Add +3.2% 53,699 $33.7M
VVR Holdings LLC 17.45% — 53,529 $33.6M
Sequoia Financial Advisors, LLC 0.19% Add +8.5% 53,327 $33.4M
Oak Root LLC 4.04% Reduce -12.9% 53,303 $33.4M
HighRoad Wealth Advisors, LLC 31.88% — 53,249 $33.4M
First Financial Corp. 12.60% Add +3.0% 53,249 $33.4M
SOA Wealth Advisors, LLC. 5.50% Add +0.0% 53,056 $33.3M
Lake Hills Wealth Management, LLC 17.32% Reduce -6.8% 52,931 $33.2M
Belpointe Asset Management LLC 1.19% Reduce -0.6% 52,734 $33.1M
Aspire Capital Advisors LLC 7.75% Add +1.7% 52,641 $33.0M
Bowman & Co S.C. 13.93% Add +1.5% 52,501 $32.9M
Journey Beyond Wealth, LLC 26.16% Add +5.8% 52,441 $32.9M
Argent Trust Co 1.12% Add +8.8% 52,279 $32.8M
Capital Investment Management, Inc. 11.45% — 52,182 $32.7M
Weil Company, Inc. 7.50% Add +7.0% 51,975 $32.6M
Baker Tilly Wealth Management, LLC 8.02% Add +1.8% 51,927 $32.6M
Tompkins Financial Corp. 2.53% Add +16.1% 51,877 $32.5M
Parsons Capital Management Inc. 1.79% Add +0.2% 51,860 $32.5M
Woodside Wealth Management LLC 24.24% Add +1.5% 51,784 $32.5M
Operose Advisors LLC 7.56% Add +22.8% 51,712 $32.4M
Avidian Wealth Enterprises, LLC 1.18% Reduce -0.7% 51,657 $32.4M
Integrated Advisors Network LLC 1.43% Add +2.9% 51,649 $32.4M
Cullen/Frost Bankers, Inc. 0.36% Add +0.3% 51,614 $32.4M
Integrity Alliance, Llc. 1.18% Add +169.4% 51,476 $32.3M
NWM Advisors, LLC 27.75% — 50,860 $31.9M
Base Wealth Management LLC 17.06% Add +42.5% 50,543 $31.7M
BBR Partners, LLC 1.69% Reduce -8.0% 50,304 $31.5M
Mandatum Life Insurance Co Ltd 7.18% Add +12.6% 50,132 $31.4M
Diana Davis Spencer Foundation 10.51% No change 49,675 $31.2M
Kingswood Wealth Advisors, LLC 1.49% Add +10.8% 49,189 $30.8M
Nicolet Bankshares Inc. 4.93% Add +14.3% 49,029 $30.7M
Liberty Square Wealth Partners LLC 8.76% Reduce -25.9% 48,992 $30.7M
KilterHowling LLC 15.57% Add +3.8% 48,970 $30.7M
First National Bank Sioux Falls 9.16% Add +16.1% 48,812 $30.6M
PKO Investment Management Joint-Stock Co 2.44% Reduce -5.8% 48,758 $30.6M
Parallel Advisors, LLC 0.56% Reduce -0.1% 48,406 $30.4M
First Citizens Bank & Trust Co. 0.63% Reduce -1.9% 48,267 $30.3M
Evanson Asset Management, LLC 1.63% Add +9.5% 48,228 $30.2M
Strategent Financial, LLC 19.05% Add +6.6% 48,002 $30.1M
Unconventional Investor, LLC 14.29% Add +3.9% 47,898 $30.1M
Charter Oak Capital Management, LLC 2.29% Reduce -1.1% 47,931 $30.1M
Motley Fool Wealth Management, LLC 2.33% Add +90.0% 47,848 $30.0M
Westerkirk Capital Inc. 2.92% Reduce -34.5% 47,768 $30.0M
EverSource Wealth Advisors, LLC 1.10% Reduce -1.8% 47,525 $29.8M
Whittier Trust Co. of Nevada Inc. 0.62% Add +7.1% 46,744 $29.7M
Arax Advisory Partners 0.86% Reduce -97.8% 47,224 $29.6M
Powerhouse Assets LLC 26.02% — 47,184 $29.6M
Sandy Cove Advisors, LLC 8.75% Reduce -7.1% 47,080 $29.5M
Alongside, LLC 9.80% — 47,061 $29.5M
Fiducient Advisors LLC 3.65% Reduce -57.8% 46,899 $29.4M
Arkadios Wealth Advisors 0.58% Add +13.4% 46,637 $29.2M
Romano Brothers and Company 3.32% Add +1.8% 46,619 $29.2M
Oakworth Capital, Inc. 1.59% Add +1.4% 46,561 $29.2M
High Net Worth Advisory Group LLC 6.67% Add +3.5% 46,178 $29.0M
Ade, LLC 14.01% Add +2.5% 46,145 $28.9M
LTS Liquid Investments LLC 27.48% — 46,105 $28.9M
EnRich Financial Partners LLC 7.82% Add +1.8% 45,721 $28.7M
Smartleaf Asset Management LLC 1.08% Add +49.5% 44,953 $28.4M
PFG Advisors 1.38% Reduce -0.9% 45,256 $28.4M
Canerector Inc. 13.86% No change 45,150 $28.3M
Exencial Wealth Advisors, LLC 0.89% Add +6.1% 45,052 $28.3M
Conquis Financial LLC 24.29% Reduce -13.8% 45,035 $28.2M
Choate Investment Advisors 0.55% Reduce -56.7% 44,986 $28.2M
Southeast Asset Advisors, LLC 2.68% Add +0.0% 44,982 $28.2M
Beacon Harbor Wealth Advisors, Inc. 6.23% Add +1.0% 44,836 $28.1M
Canton Hathaway, LLC 5.41% Reduce -12.8% 44,755 $28.1M
North Star Investment Management Corp. 1.76% Add +1.4% 44,712 $28.0M
Members Trust Co 0.91% Add +351.4% 44,625 $28.0M
Matrix Trust Co 4.62% Add +0.7% 44,596 $28.0M
O'Connor Financial Group LLC 11.10% Add +0.2% 43,926 $27.8M
CWS Financial Advisors, LLC 7.52% Reduce -2.3% 44,193 $27.7M
McCollum Christoferson Group LLC 8.01% Add +10.4% 44,160 $27.7M
Members Advisory Group LLC 10.40% Add +0.3% 43,977 $27.6M
Thompson Siegel & Walmsley LLC 0.46% Reduce -2.9% 43,887 $27.5M
Fairscale Capital, LLC 18.25% Add +1.1% 43,886 $27.5M
CVA Family Office, LLC 3.16% Add +12.7% 43,760 $27.4M
Meridian Financial Partners LLC 10.84% Reduce -5.7% 43,498 $27.4M
Omega Advisors (Leon Cooperman) 0.91% No change 43,593 $27.3M
Baltimore-Washington Financial Advisors, Inc. 1.14% Reduce -0.1% 43,527 $27.3M
Merrithew & Thorsten Inc 28.77% — 43,377 $27.2M
Three Bridge Wealth Advisors, LLC 7.17% Add +6.0% 43,341 $27.2M
Alexander Labrunerie & Co., Inc. 9.92% Reduce -1.4% 43,283 $27.1M
Van Eck Associates Corp. 0.02% Reduce -5.1% 43,283 $27.1M
Kovack Advisors, Inc. 1.29% Add +23.7% 43,102 $27.0M
American Century Companies Inc. 0.01% Add +2.4% 43,100 $27.0M
Freedom Financial Partners LLC 9.82% Add +0.7% 43,038 $27.0M
Triad Wealth Partners, LLC 2.56% Add +16.0% 42,893 $26.9M
Valtrion Capital Management, LLC 26.62% Add +17.0% 42,610 $26.7M
Diversify Wealth Management, LLC 1.25% Add +12.3% 41,859 $26.7M
C M Bidwell & Associates Ltd. 12.60% Reduce -1.8% 42,538 $26.7M
Wheelhouse Advisory Group LLC 10.10% Add +4.5% 42,039 $26.6M
Shufro Rose & Co. LLC 1.80% New 42,249 $26.5M
Banta Asset Management LP 24.09% — 42,137 $26.4M
Victory Financial Group, LLC 3.28% Add +10.9% 41,594 $26.1M
Eq LLC 7.52% Add +2.8% 41,581 $26.1M
Ayalon Insurance Comp Ltd. 6.33% Add +107.5% 41,572 $26.1M
Bryant Woods Investment Advisors, LLC 10.09% Reduce -3.5% 41,534 $26.0M
Spire Wealth Management 0.87% Add +3.9% 41,442 $26.0M
Intelligent Financial Strategies 12.50% Reduce -0.2% 41,431 $26.0M
Retirement Wealth Solutions LLC 16.37% Reduce -0.2% 41,294 $25.9M
Stuart Investment Advisors, Inc. 23.34% Reduce -0.3% 41,246 $25.9M
Zurich Insurance Group Ltd 0.18% Reduce -16.8% 41,113 $25.8M
Joel Isaacson & Co., LLC 0.85% Add +1.8% 41,185 $25.8M
Axos Invest Inc. 18.92% Add +133.4% 41,052 $25.7M
GTS Securities LLC 0.88% Add +27.4% 40,955 $25.7M
Pearl Planning LLC 15.67% — 40,856 $25.6M
RFG Advisory, LLC 0.48% Reduce -0.4% 40,792 $25.6M
Great Valley Advisor Group, Inc. 0.49% Add +6.1% 40,587 $25.5M
FourThought Financial Partners, LLC 2.15% Add +11.9% 40,544 $25.4M
Venture Visionary Partners LLC 0.83% Reduce -0.9% 39,761 $25.4M
Y.D. More Investments Ltd 1.22% Add +6.0% 40,461 $25.4M
Waldron Private Wealth LLC 1.00% Reduce -3.2% 40,437 $25.4M
XY Planning Network, Inc. 4.42% Add +299.6% 40,432 $25.4M
CM Wealth Advisors LLC 5.72% Reduce -0.1% 40,336 $25.3M
Naples Global Advisors, LLC 1.88% Reduce -1.4% 40,152 $25.2M
Family Office Research LLC 10.29% Reduce -2.6% 39,787 $25.2M
Core Wealth Advisors, Inc. 6.52% Add +0.5% 40,052 $25.1M
Signal Tree Financial Partners LLC 19.07% Add +0.9% 39,886 $25.0M
VestGen Advisors, LLC 1.06% Reduce -2.0% 39,766 $24.9M
Verdence Capital Advisors LLC 1.47% Reduce -0.1% 39,629 $24.9M
UNIVEST FINANCIAL Corp 1.32% Reduce -1.0% 39,592 $24.8M
Envision Financial LLC 13.12% Add +16.3% 39,584 $24.8M
Laird Norton Wetherby Trust Company, LLC 0.52% New 39,507 $24.8M
Rareview Capital LLC 16.07% Add +0.7% 43,599 $24.8M
Capital Investment Advisors, LLC 0.38% Add +7.7% 39,476 $24.8M
T. Rowe Price Associates Inc. 0.00% No change 39,452 $24.7M
Tsfg, LLC 3.69% Add +20.9% 39,377 $24.7M
InvesTrust 9.53% Add +0.1% 39,289 $24.6M
Tribridge Partners Financial LLC 10.32% Add +5.0% 39,229 $24.6M
Synergy Investment Management, LLC 8.70% Reduce -3.8% 39,187 $24.6M
Andrews Advisory Associates, LLC 13.06% — 39,165 $24.6M
Carroll Advisory Group, LLC 10.61% — 39,116 $24.5M
Journey Strategic Wealth LLC 0.64% Add +1.8% 38,995 $24.5M
Sound View Wealth Advisors Group, LLC 1.64% Add +0.7% 38,939 $24.4M
Nicolet Advisory Services, LLC 1.63% Add +39.1% 37,910 $24.2M
MKT Advisors LLC 8.26% Reduce -0.5% 38,271 $24.2M
Busey Bank 0.64% Add +12.2% 38,487 $24.1M
Clark Financial Services Group Inc. 12.83% Reduce -7.0% 38,133 $24.1M
TD Capital Management LLC 2.13% Add +6.9% 38,292 $24.0M
EFG International AG 0.46% — 37,948 $23.8M
Cornerstone Wealth Group, LLC 1.63% Reduce -1.7% 37,947 $23.8M
waypoint wealth counsel 8.72% Reduce -0.4% 37,908 $23.8M
Alamar Capital Management, LLC 13.06% Add +3.8% 37,743 $23.7M
Fort Vancouver Investment Management, LLC 12.58% Add +3.4% 37,544 $23.5M
Riverpoint Wealth Management Holdings, LLC 5.03% Add +0.2% 37,382 $23.4M
Virtue Capital Management, LLC 3.61% Add +22.0% 37,305 $23.4M
First National Trust Co 0.78% Reduce -0.8% 37,371 $23.4M
Rialto Wealth Management, LLC 5.59% Add +1.7% 37,292 $23.4M
Caldwell Trust Co 2.08% Add +425.0% 37,291 $23.4M
Cary Street Partners Financial LLC 0.58% Add +6.5% 37,223 $23.3M
Div Capital Phoenix Assets Ltd 5.90% — 37,200 $23.3M
Cascades Capital Asset Management, LLC 9.91% Reduce -0.0% 37,102 $23.3M
Lakeshore Financial Planning, Inc. 8.28% Add +3.6% 36,939 $23.2M
Seeds Investor LLC 4.44% Add +27.0% 36,895 $23.1M
Caliber Wealth Management, LLC / KS 2.49% Add +0.7% 36,879 $23.1M
TruWealth Advisors, LLC 1.13% Reduce -0.8% 36,713 $23.0M
Maseco LLP 1.00% New 36,684 $23.0M
Manchester Capital Management LLC 3.12% Reduce -5.4% 36,571 $22.9M
Vise Technologies, Inc. 0.45% Add +504.1% 36,529 $22.9M
Bridgewater Associates 0.08% Add +1621.4% 36,510 $22.9M
TMB Capital Partners, LLC 7.83% — 36,479 $22.9M
Smith Shellnut Wilson LLC 8.76% Add +2.6% 36,423 $22.8M
Farmers & Merchants Investments Inc. 0.63% Reduce -2.0% 36,368 $22.8M
Balentine LLC 0.86% Reduce -4.0% 36,358 $22.8M
1834 Investment Advisors Co. 2.85% Reduce -0.9% 36,225 $22.7M
Visionary Wealth Advisors 1.02% Add +1.1% 36,072 $22.6M
Independent Financial Group, LLC 0.50% Add +19.6% 36,038 $22.6M
Keystone Financial Group 1.68% Add +3.8% 36,020 $22.6M
Tudor Investment Corporation 0.13% Reduce -1.5% 35,943 $22.5M
Piedmont Capital Management, LLC 14.77% — 35,812 $22.5M
Wealth Group Ltd 5.01% Reduce -11.8% 35,727 $22.4M
Evergreen Capital Management LLC 0.50% Reduce -1.6% 35,685 $22.4M
Heritage Wealth Advisors 0.85% Reduce -2.1% 35,615 $22.3M
Western Reserve Capital Management, LLC 20.65% — 35,312 $22.1M
Barings LLC 0.42% No change 35,299 $22.1M
Red Door Wealth Management, LLC 2.30% Add +4.4% 35,266 $22.1M
Carnegie Investment Counsel 0.41% Add +2.9% 35,253 $22.1M
First Bank & Trust 3.58% Add +0.4% 35,058 $22.0M
Western Wealth Management, LLC 1.01% Add +39.2% 35,004 $22.0M
Empirical Finance, LLC 1.04% Add +4052.3% 69,924 $21.9M
B.O.S.S. Retirement Advisors, LLC 6.87% Reduce -57.9% 34,782 $21.8M
Northstar Group, Inc. 3.06% Add +1.1% 34,701 $21.8M
Asset Allocation & Management Company, LLC 8.73% Reduce -13.5% 34,668 $21.7M
First Command Advisory Services, Inc. 0.15% Reduce -7.9% 34,582 $21.7M
Harbor Advisory Corp. 6.54% Reduce -0.7% 34,465 $21.6M
Highline Wealth Partners LLC 6.08% Reduce -5.1% 34,457 $21.6M
Jump Financial, LLC 0.29% New 34,345 $21.5M
Montag A & Associates Inc. 0.98% Reduce -1.6% 34,311 $21.5M
Spectrum Investment Advisors, Inc. 10.77% Reduce -0.9% 34,271 $21.5M
Joel Adams & Associates, Inc. 16.03% Add +5.2% 33,998 $21.3M
Secure Asset Management, LLC 3.35% Reduce -11.8% 33,910 $21.3M
Autumn Glory Partners, LLC 7.42% Add +50.3% 33,762 $21.2M
Quotient Wealth Partners, LLC 0.56% Add +3.5% 33,761 $21.2M
Braun Stacey Associates Inc. 0.69% Add +0.4% 33,751 $21.2M
Dodds Wealth, LLC 5.16% Add +1.3% 33,572 $21.1M
Thoroughbred Financial Services, LLC 1.25% Add +5.1% 33,561 $21.0M
Capital City Trust Co. 4.67% Add +8.9% 33,453 $21.0M
AssuredPartners Investment Advisors, LLC 3.12% Add +4.7% 33,448 $21.0M
Verus Capital Partners, LLC 1.40% Add +943.4% 33,398 $20.9M
Rational Advisors, Inc. 2.28% Add +0.9% 33,388 $20.9M
Lanark Financial, Inc. 1.56% Add +26.6% 33,059 $20.7M
Pinnacle Bancorp, Inc. 6.07% Reduce -5.1% 33,027 $20.7M
Atlatl Advisers LLC 7.92% Add +6.2% 32,954 $20.7M
Abound Wealth Management 4.82% Add +5.7% 32,823 $20.6M
Toronto Dominion Bank 0.04% Add +1.1% 32,705 $20.5M
Davidson Kahn Capital Management, LLC 10.62% Add +7.4% 32,592 $20.4M
Wesbanco Bank Inc. 0.56% Add +2.0% 32,468 $20.4M
JHP Wealth Management, LLC 19.69% — 32,418 $20.3M
Burney Co./ 0.63% Reduce -8.2% 32,367 $20.3M
Ballentine Capital Advisors, Inc 8.54% Add +1.3% 32,335 $20.3M
Waterloo Capital, L.P. 1.45% Add +25.4% 32,082 $20.1M
Blue Square Asset Management, LLC 8.90% Reduce -0.9% 31,965 $20.0M
Marble Wealth, LLC 2.78% — 31,961 $20.0M
IHT Wealth Management, LLC 0.49% Add +29.1% 31,889 $20.0M
Conning Inc. 0.71% No change 31,887 $20.0M
Madden Advisory Services, Inc. 8.02% Reduce -1.9% 31,796 $19.9M
Centric Wealth Management 4.21% Reduce -6.6% 31,149 $19.9M
Brave Asset Management Inc. 4.70% Reduce -1.2% 31,740 $19.9M
Lanham O'Dell & Company, Inc. 5.73% Reduce -5.2% 31,723 $19.9M
CSS LLC 3.32% Add +13.1% 31,650 $19.8M
Richardson Capital Management LLC 9.92% Reduce -7.4% 31,539 $19.8M
Abacus Planning Group, Inc. 2.62% Add +1.1% 31,360 $19.7M
FineMark National Bank & Trust 0.61% Add +4.7% 31,332 $19.6M
Roth Financial Partners LLC 6.47% Reduce -2.9% 31,285 $19.6M
Ogorek Anthony Joseph /NY/ 5.38% Reduce -6.7% 31,213 $19.6M
JDM Financial Group LLC 7.54% Add +578.0% 394,618 $19.4M
Beaumont Financial Advisors, LLC 1.28% Reduce -0.7% 30,915 $19.4M
Bridges Investment Management Inc. 0.25% Add +7.0% 30,873 $19.4M
Silvercrest Asset Management Group LLC 0.13% Add +9.6% 30,779 $19.3M
Keating Financial Advisory Services, Inc. 2.62% — 30,760 $19.3M
Kohmann Bosshard Financial Services, LLC 1.76% Add +1.2% 30,751 $19.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.15% Add +95.9% 30,594 $19.2M
Asset One Wealth Management LLC 2.62% — 29,930 $19.1M
Arista Wealth Management, LLC 2.35% Add +12.4% 30,453 $19.1M
SVB Wealth LLC 1.12% Reduce -8.5% 30,372 $19.0M
Sunbeam Capital Management, LLC 11.29% Add +0.6% 30,371 $19.0M
Twin Focus Capital Partners, LLC 2.19% Add +24.6% 30,328 $19.0M
Peachtree Investment Partners, LLC 6.29% Reduce -0.4% 30,218 $19.0M
Meridian Wealth Advisors, LLC 2.60% Add +89.5% 29,959 $18.8M
Pilgrim Partners Asia Pte Ltd 9.01% No change 29,850 $18.7M
Brandywine Asset Management, Inc. 13.13% — 29,573 $18.7M
Meridian Wealth Management, LLC 0.66% Add +3.5% 29,791 $18.7M
Parkside Financial Bank & Trust 1.40% Add +6.5% 29,768 $18.7M
TFB Advisors LLC 5.20% Reduce -1.6% 29,700 $18.6M
Baker Ellis Asset Management LLC 2.24% Add +2.7% 29,650 $18.6M
Facet Wealth, Inc. 0.33% Add +26.7% 29,063 $18.6M
Ironsides Asset Advisors, LLC 4.69% Add +0.1% 29,505 $18.5M
Gibson Wealth Advisors LLC 12.68% Reduce -0.2% 29,495 $18.5M
Sage Investment Advisers LLC 13.79% — 29,334 $18.4M
Greenline Partners, LLC 2.10% Add +43.5% 29,311 $18.4M
U.S. Capital Wealth Advisors, LLC 0.48% Add +4.8% 29,245 $18.3M
Ingalls & Snyder LLC 0.68% Add +2.4% 29,227 $18.3M
Cordoba Advisory Partners LLC 4.52% — 29,187 $18.3M
FWG Investments, LLC. 11.65% Reduce -2.6% 29,163 $18.3M
Dorsey & Whitney Trust CO LLC 0.97% Reduce -0.6% 29,148 $18.3M
Guardian Financial Partners, LLC 7.70% Reduce -16.0% 29,116 $18.3M
Blackston Financial Advisory Group, LLC 11.05% Reduce -2.8% 28,939 $18.1M
Avory & Company, LLC 11.60% No change 28,810 $18.1M
Jane Street Group, LLC 0.02% Reduce -0.5% 28,796 $18.1M
Modera Wealth Management, LLC 0.21% Reduce -0.6% 28,792 $18.1M
Zuckerman Investment Group, LLC 1.62% Add +2.5% 28,783 $18.1M
Atlanta Consulting Group Advisors, LLC 4.08% Reduce -1.1% 28,697 $18.0M
Americana Partners, LLC 0.49% Add +3.3% 28,693 $18.0M
Chris Bulman Inc 7.96% Add +27.8% 28,690 $18.0M
Caerus Investment Advisors, LLC 5.98% Reduce -9.5% 28,556 $17.9M
Fort Sheridan Advisors LLC 2.27% Add +0.8% 28,543 $17.9M
Evolution Wealth Advisors, LLC 1.80% Reduce -0.8% 28,475 $17.9M
Haverford Trust Co 0.16% Add +1.1% 28,380 $17.8M
Edgestream Partners, L.P. 0.50% Add +220.5% 28,362 $17.8M
NewCorp Financial Services, Inc. 15.75% — 28,360 $17.8M
Gutierrez Wealth Advisory, LLC 11.13% Reduce -4.3% 28,240 $17.7M
Matrix Asset Advisors Inc. 1.59% Add +3.2% 28,186 $17.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.11% Add +10.4% 28,118 $17.6M
Elevatus Welath Management 4.79% Reduce -20.5% 27,928 $17.5M
N.E.W. Advisory Services LLC 1.29% Add +10.2% 27,892 $17.5M
Lowery Thomas, LLC 9.88% Reduce -1.0% 27,877 $17.5M
WorthPointe, LLC 4.56% Reduce -0.5% 27,673 $17.4M
Cozad Asset Management Inc. 1.34% Add +7.4% 27,618 $17.3M
Plan Group Financial, LLC 4.48% Reduce -1.6% 27,535 $17.3M
Lowe Brockenbrough & Co. Inc. 0.85% Add +89.8% 27,460 $17.2M
Certified Advisory Corp 1.57% Add +5.0% 27,413 $17.2M
Main Street Financial Solutions, LLC 1.29% Reduce -11.6% 27,397 $17.2M
Flagship Harbor Advisors, LLC 0.81% Add +2.5% 27,261 $17.1M
SOL Capital Management CO 1.53% Add +1.1% 27,233 $17.1M
Founders Financial Securities LLC 1.01% Add +41.0% 27,214 $17.1M
Investment Counsel Co. of Nevada 36.52% Add +0.9% 27,113 $17.0M
Cadia Private Client LLC 13.46% — 27,054 $17.0M
AdvisorNet Financial, Inc 0.90% Add +2.0% 27,001 $16.9M
Payden & Rygel 1.18% Reduce -3.0% 26,955 $16.9M
CORDA Investment Management, LLC. 1.23% Add +0.1% 26,893 $16.9M
Peak Financial Management, Inc. 4.35% Reduce -5.6% 26,875 $16.9M
Glenview Trust Co 0.26% Add +0.5% 26,856 $16.8M
Running Point Capital Advisors, LLC 4.58% Reduce -12.6% 26,795 $16.8M
Community Bank, N.A. 1.98% Reduce -0.1% 26,731 $16.8M
Sapient Capital LLC 0.24% Add +10.8% 26,529 $16.8M
Sumitomo Life Insurance Co. 0.46% Reduce -48.6% 26,600 $16.7M
GM Advisory Group, LLC 0.65% Add +56.2% 26,531 $16.6M
Washington Trust Advisors, Inc. 1.27% Add +7.8% 26,455 $16.6M
Curbstone Financial Management Corp 3.17% Reduce -6.8% 26,452 $16.6M
Florida Financial Advisors, LLC 4.50% Add +5.3% 26,522 $16.6M
Rossmore Private Capital 1.48% Add +4.3% 26,415 $16.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.30% Add +2.4% 26,405 $16.6M
Balance Wealth Partners LLC 5.29% Reduce -11.0% 26,305 $16.5M
FSB Premier Wealth Management, Inc. 5.22% Reduce -0.4% 26,239 $16.5M
Berger Financial Group, Inc 0.95% Reduce -1.7% 26,192 $16.4M
First Horizon Corp. 0.73% Add +414.5% 26,059 $16.3M
Vested Financial Planning, LLC 12.58% Add +5.8% 26,051 $16.3M
Everett Harris & Co. 0.20% Add +2.4% 26,030 $16.3M
Lodestar Private Asset Management LLC 1.64% Reduce -1.1% 25,993 $16.3M
Tritonpoint Wealth, LLC 1.65% Reduce -36.1% 25,948 $16.3M
Intellus Advisors LLC 2.15% Add +0.8% 25,888 $16.2M
Ascent Group, LLC 0.55% Add +4.4% 25,878 $16.2M
Climber Capital SA 10.54% — 26,336 $16.2M
Wetzel Investment Advisors, Inc. 6.53% Add +2.3% 25,603 $16.1M
Walkner Condon Financial Advisors LLC 2.23% Reduce -2.5% 25,584 $16.0M
Snowden Capital Advisors LLC 0.41% Add +6.2% 25,488 $16.0M
WoodTrust Financial Corp 1.86% Add +31.3% 25,452 $16.0M
Invenio Wealth Partners LLC 5.91% Reduce -6.7% 25,389 $15.9M
Ofc Financial Planning, LLC 15.07% Add +3.1% 25,309 $15.9M
Discipline Wealth Solutions, LLC 2.94% Add +26.3% 25,298 $15.9M
Security Financial Services, INC. 2.49% Reduce -9.8% 25,289 $15.9M
Whitaker-Myers Wealth Managers, LTD. 3.30% Add +17.8% 25,238 $15.8M
Formulate Financial LLC 18.41% Add +2.0% 25,046 $15.7M
Aspire Growth Partners LLC 10.91% Add +2.5% 24,980 $15.7M
Future Financial Wealth Managment LLC 10.53% Add +24.1% 25,113 $15.6M
First American Bank 0.95% Add +2.5% 24,910 $15.6M
Avity Investment Management Inc. 1.09% Reduce -1.6% 24,887 $15.6M
LBMC Investment Advisors, LLC 0.97% Reduce -3.5% 24,883 $15.6M
Nottingham Advisors, Inc. 2.18% Add +0.0% 24,865 $15.6M
OneAscent Financial Services LLC 1.43% Reduce -84.3% 24,836 $15.6M
Laurel Wealth Planning LLC 8.57% Add +6.2% 24,652 $15.5M
Up Capital Management, Inc. 13.81% — 24,622 $15.4M
Uptick Partners, LLC 3.28% Add +14.9% 24,519 $15.4M
Benjamin Edwards Inc. 0.17% Add +5.2% 24,506 $15.4M
Global Endowment Management, LP 1.92% Reduce -0.9% 24,463 $15.3M
Hilltop Holdings Inc. 0.92% Add +115.2% 24,442 $15.3M
International Assets Investment Management, LLC 1.05% Add +17.6% 24,400 $15.3M
Bishop & Co Investment Management, LLC 5.06% Reduce -0.2% 24,345 $15.3M
DeDora Capital, Inc. 3.61% Reduce -0.4% 24,295 $15.2M
Calder Financial LLC 14.95% — 24,286 $15.2M
Hegarty Advisors, LLC 13.14% — 24,144 $15.1M
Freestate Advisors LLC 12.30% Reduce -8.0% 24,138 $15.1M
Prosperity Wealth Management, Inc. 5.03% Add +1.0% 24,104 $15.1M
Independent Family Office, LLC 6.30% Add +1.8% 24,071 $15.1M
Traphagen Investment Advisors LLC 1.24% Reduce -2.8% 24,014 $15.1M
Retirement Capital Strategies 5.58% Reduce -0.4% 23,987 $15.0M
Traction Financial Partners, LLC 8.91% Add +1.1% 23,978 $15.0M
Vicus Capital 1.13% Reduce -8.1% 23,950 $15.0M
Activest Wealth Management 2.80% Add +11.7% 23,929 $15.0M
Fifth Third Wealth Advisors LLC 0.53% Add +3.7% 23,872 $15.0M
Verition Fund Management LLC 0.08% New 23,791 $14.9M
Flower City Capital 7.58% No change 23,712 $14.9M
Charis Legacy Partners, LLC 21.93% Reduce -0.6% 23,694 $14.9M
Westmount Partners, LLC 3.70% Reduce -1.3% 23,654 $14.8M
Systelligence, LLC 2.80% Reduce -22.3% 23,481 $14.7M
Baron Silver Stevens Financial Advisors, LLC 2.12% Add +8.8% 23,427 $14.7M
First Heartland Consultants, Inc. 1.11% Reduce -3.3% 23,402 $14.7M
Legacy Advisors, LLC 1.57% Add +34.1% 23,312 $14.6M
EJMK Ventures LLC 8.93% — 23,147 $14.5M
Aspen Grove Capital, LLC 2.51% Add +4.0% 23,081 $14.5M
Sowell Financial Services LLC 0.53% Add +6.6% 23,039 $14.4M
Insigneo Advisory Services, LLC 1.04% Reduce -6.9% 23,024 $14.4M
ArchPoint Investors 3.42% No change 23,007 $14.4M
Eagle Strategies LLC 1.84% Add +6.3% 22,940 $14.4M
MassMutual Private Wealth & Trust, FSB 0.37% Add +222.2% 22,921 $14.4M
Xena Financial Planning, LLC 16.82% — 22,843 $14.3M
Schneider Downs Wealth Management Advisors, LP 1.60% Add +9.3% 22,702 $14.2M
Factor Wealth Management LTD 3.07% Add +26.4% 22,686 $14.2M
Soundwatch Capital LLC 2.21% Add +3.2% 22,685 $14.2M
Sachem Hill LLC 2.76% Reduce -2.0% 22,672 $14.2M
Gambit Capital Management, LLC 10.13% — 22,583 $14.2M
YANKCOM Partnership 6.02% Add +5.1% 22,580 $14.2M
Luminvest Wealth Management LLC 3.92% Add +42.0% 22,518 $14.1M
Patriot Financial Group Insurance Agency, LLC 1.68% Add +5.5% 22,390 $14.0M
Stelac Advisory Services LLC 4.93% Reduce -16.2% 22,248 $14.0M
GAM Holding AG 0.89% No change 22,250 $14.0M
Piedmont Capital Management, LLC 7.11% Add +0.5% 22,224 $13.9M
Resonant Capital Advisors, LLC 0.76% Reduce -1.3% 22,145 $13.9M
Disciplina Capital Management LLC 1.58% No change 22,069 $13.8M
Covington Investment Advisors Inc. 1.89% Add +1409.8% 22,043 $13.8M
Moisand Fitzgerald Tamayo, LLC 1.56% Reduce -6.2% 22,019 $13.8M
Principal Securities, Inc. 0.21% Add +2.4% 21,941 $13.8M
Legacy Wealth Partners, LLC 3.55% — 21,896 $13.7M
Wilmington Savings Fund Society, FSB 0.32% Add +0.1% 21,863 $13.7M
Per Stirling Capital Management, LLC. 1.54% Add +7.2% 21,805 $13.7M
Ausdal Financial Partners, Inc. 0.63% Reduce -17.0% 21,722 $13.6M
Eight 31 Financial, LLC 7.44% Add +0.6% 21,644 $13.6M
Arete Wealth Advisors, LLC 0.94% Reduce -29.3% 21,623 $13.6M
Pachira Investments Inc. 6.59% Reduce -9.1% 21,580 $13.5M
Sageworth Trust Co of South Dakota 11.05% Add +41.1% 21,566 $13.5M
Strategic Blueprint, LLC 0.80% Reduce -80.9% 21,564 $13.5M
Connecticut Wealth Management, LLC 0.59% Reduce -2.1% 21,544 $13.5M
Bryn Mawr Trust Advisors, LLC 0.65% Add +2.8% 21,387 $13.4M
Continuum Advisory, LLC 1.34% Add +1.2% 21,387 $13.4M
Patten & Patten Inc. 0.79% Add +0.0% 21,381 $13.4M
Philadelphia Trust Co. 0.92% Reduce -0.8% 21,374 $13.4M
Wealthspire Retirement, LLC 0.81% Reduce -4.9% 21,372 $13.4M
Trinity Financial Advisors LLC 3.75% Add +1.3% 21,356 $13.4M
McClarren Financial Advisors, Inc. 7.99% Add +69.8% 57,583 $13.4M
Harbor Investment Advisory, LLC 1.01% Add +7.6% 21,338 $13.4M
Prospera Capital Management, LLC 6.75% Reduce -4.5% 21,319 $13.4M
Fiduciary Advisors, Inc. 10.17% Add +2.8% 21,319 $13.4M
Enclave Advisors LLC 1.89% Add +3.5% 21,283 $13.3M
HUB Investment Partners, LLC 0.36% Add +4.3% 21,123 $13.2M
Silverlake Wealth Management LLC 2.98% Add +32.8% 21,120 $13.2M
Central Valley Advisors, LLC 3.94% Reduce -0.1% 21,015 $13.2M
Professional Financial Advisors, LLC 2.69% Add +74.7% 20,988 $13.2M
Verus Wealth Management, LLC 12.26% Add +5.9% 20,981 $13.2M
Hilltop National Bank 3.18% Reduce -13.9% 20,940 $13.1M
Sivia Capital Partners, LLC 2.66% Add +1.0% 20,915 $13.1M
Precedent Wealth Partners, LLC 2.73% Add +12.3% 20,782 $13.0M
Roehl & Yi Investment Advisors, LLC 5.21% Reduce -0.2% 145,565 $13.0M
Coyle Financial Counsel LLC 2.78% Reduce -3.0% 20,748 $13.0M
M Holdings Securities, Inc. 0.93% New 20,708 $13.0M
Financial Engines Advisors L.L.C. 0.02% Add +0.9% 20,658 $13.0M
First United Bank & Trust 4.13% Add +5.6% 20,654 $13.0M
J. Mark Nickell & Co. 11.95% — 20,638 $12.9M
B. Riley Wealth Advisors, Inc. 0.61% Add +2.4% 20,602 $12.9M
Sendero Wealth Management, LLC 1.43% Add +8.6% 20,540 $12.9M
Bangor Savings Bank 1.03% Reduce -1.3% 20,507 $12.9M
Cannell & Spears LLC 0.24% Reduce -1.9% 20,418 $12.8M
Van Strum & Towne Inc. 3.57% Reduce -5.2% 20,342 $12.8M
Segall Bryant & Hamill, LLC 0.17% Add +30.8% 20,304 $12.7M
Stock Yards Bank & Trust Co. 0.39% Add +12.3% 20,278 $12.7M
Delta Wealth Advisors LLC 10.64% Reduce -25.1% 20,267 $12.7M
Saiph Capital, LLC 4.56% Reduce -28.8% 20,228 $12.7M
Allie Family Office LLC 5.87% Add +0.1% 20,823 $12.6M
Landaas & Co. /Wi 2.76% Add +2.7% 20,025 $12.6M
Traynor Capital Management, Inc. 0.69% Add +11.0% 19,983 $12.5M
Cadence Bank 0.73% Add +13.4% 19,888 $12.5M
Chai Trust Co. LLC 1.07% Add +92.8% 19,821 $12.4M
BTC Capital Management, Inc. 0.87% No change 19,522 $12.4M
Ritter Daniher Financial Advisory LLC / DE 2.08% Reduce -0.3% 19,792 $12.4M
Donalies Financial Planning, LLC 10.56% — 19,779 $12.4M
WCG Wealth Advisors LLC 0.35% New 19,779 $12.4M
CSM Advisors, LLC 0.34% Reduce -5.5% 19,669 $12.3M
Golden Road Advisors LLC 7.01% Add +0.2% 19,631 $12.3M
Viewpoint Capital Management LLC 5.32% No change 19,585 $12.3M
Prosperitas Financial LLC 4.78% Add +0.5% 19,576 $12.3M
Hyposwiss Advisors SA 12.04% — 19,575 $12.3M
Fortitude Family Office, LLC 2.87% Reduce -6.2% 19,551 $12.3M
Family CFO Inc 5.42% Add +0.1% 19,310 $12.1M
Old Mission Capital LLC 0.47% Add +179.3% 19,271 $12.1M
W1M Asset Management Ltd 0.13% Add +76.1% 19,269 $12.1M
Centaurus Financial, Inc. 0.55% Reduce -7.8% 19,248 $12.1M
Hikari Power Ltd 0.95% No change 19,200 $12.0M
Beacon Bridge Wealth Partners, LLC 3.99% Reduce -1.6% 19,159 $12.0M
Pursuit Wealth Strategies, LLC 16.85% — 19,157 $12.0M
Becker Capital Management Inc. 0.34% Add +32.7% 19,151 $12.0M
Legacy Private Trust Co. 0.71% Add +3.9% 19,145 $12.0M
Clark Asset Management, LLC 1.24% Reduce -5.2% 19,055 $11.9M
KWB Wealth 1.13% Reduce -1.4% 19,039 $11.9M
Oakmont Advisory Group, LLC 12.69% — 18,961 $11.9M
New England Private Wealth Advisors LLC 1.48% Add +4.6% 18,957 $11.9M
Beacon Investment Advisory Services, Inc. 0.49% Add +33.5% 18,953 $11.9M
Pullen Investment Management, LLC 6.22% Add +0.1% 18,821 $11.8M
Soltis Investment Advisors LLC 0.78% Add +39.3% 18,814 $11.8M
LS Investment Advisors, LLC 1.65% Reduce -0.6% 18,788 $11.8M
Empower Advisory Group, LLC 0.03% Add +25.6% 18,778 $11.8M
Bridgewater Advisors Inc. 0.76% Reduce -1.1% 18,592 $11.7M
White Lighthouse Investment Management Inc. 1.63% Add +5.4% 18,635 $11.7M
Wellspring Financial Advisors, LLC 0.92% Add +10.7% 363,792 $11.7M
BridgePort Financial Solutions, LLC 3.12% Reduce -13.8% 18,525 $11.6M
Pine Valley Investments Ltd Liability Co 0.58% Add +2.1% 18,465 $11.6M
KPP Advisory Services LLC 1.68% Reduce -13.5% 18,445 $11.6M
Balboa Wealth Partners 1.91% Add +6.1% 18,398 $11.5M
Cypress Point Wealth Management, LLC 2.52% Reduce -13.1% 18,383 $11.5M
Ashton Thomas Private Wealth, LLC 0.28% Add +4.1% 18,383 $11.5M
Mittelman Wealth Management 7.49% Reduce -5.1% 18,380 $11.5M
SP Asset Management LLC 0.91% Add +1.1% 18,332 $11.5M
Private Trust Co. NA 1.01% Add +0.1% 18,318 $11.5M
Stonehage Fleming Financial Services Holdings Ltd 0.35% Add +4.0% 18,309 $11.5M
BancFirst Trust & Investment Management 4.74% Reduce -4.0% 18,138 $11.5M
Rockland Trust Co. 0.45% Add +0.7% 18,257 $11.4M
Creative Financial Designs Inc. 0.72% Add +17.9% 18,202 $11.4M
Center For Asset Management LLC 5.96% Add +2.4% 18,175 $11.4M
Smith, Moore & Co. 0.86% Reduce -0.1% 18,108 $11.4M
Websterrogers Financial Advisors, LLC 3.30% Add +0.0% 18,103 $11.4M
Donaldson Capital Management, LLC 0.36% Reduce -1.8% 18,098 $11.3M
Continuum Wealth Advisors, LLC 4.38% Add +6.2% 18,091 $11.3M
Magnus Financial Group LLC 0.87% Add +1.6% 18,029 $11.3M
Flputnam Investment Management Co. 0.16% Add +6.9% 17,965 $11.3M
Valor Advisors LLC 9.28% — 17,758 $11.1M
Hudson Oak Wealth Advisory LLC 9.81% — 17,738 $11.1M
Bison Wealth, LLC 1.25% Reduce -8.5% 18,573 $11.1M
Ritholtz Wealth Management 0.20% Add +30.3% 17,624 $11.1M
Rothschild Investment LLC 0.60% Add +4.3% 17,473 $11.0M
Clifford Swan Investment Counsel LLC 0.36% Add +4.1% 17,444 $10.9M
Relyea Zuckerberg Hanson LLC 1.10% Add +0.2% 17,402 $10.9M
Pinnacle Associates Ltd. 0.14% Reduce -1.9% 17,362 $10.9M
Victory Capital Management Inc. 0.01% Add +568.5% 17,347 $10.9M
J.Safra Asset Management Corp 0.57% New 17,307 $10.9M
Sumitomo Mitsui Financial Group, Inc. 0.19% Add +3.5% 17,299 $10.8M
Five Pine Wealth Management 6.95% Reduce -0.4% 17,270 $10.8M
DMKC Advisory Services, LLC 4.75% Add +3.0% 17,249 $10.8M
Mission Wealth Management, LP 0.22% Add +2.0% 17,164 $10.8M
Rockwood Wealth Management, LLC 0.80% Reduce -6.9% 17,140 $10.7M
Harel Insurance Investments & Financial Services Ltd. 0.09% Reduce -23.7% 17,263 $10.7M
Midwest Financial Partners Investments, Inc. 5.92% — 16,992 $10.7M
Milestone Asset Management, LLC 2.01% Reduce -49.8% 16,987 $10.7M
West Bancorporation Inc. 5.56% Add +6.8% 16,930 $10.6M
Red Cedar Investment Management, LLC 1.14% Add +16.9% 16,900 $10.6M
CacheTech Inc. 1.96% Add +3.8% 16,895 $10.6M
Sunburst Financial Group, LLC 2.14% Reduce -1.2% 16,865 $10.6M
Pennsylvania Capital Management Inc. 2.90% Add +14.7% 16,855 $10.6M
NORTHSTAR ASSET MANAGEMENT Co 2.24% Add +1.7% 16,842 $10.6M
Independence Bank of Kentucky 1.31% Add +9.7% 16,834 $10.6M
Pitcairn Wealth Advisors LLC 0.95% — 16,811 $10.5M
Leo Wealth, LLC 0.76% Add +49.8% 16,760 $10.5M
Bank of New Hampshire 2.36% Reduce -2.4% 16,758 $10.5M
Cambridge Capital Management, LLC 4.71% Add +1.9% 16,744 $10.5M
Navis Wealth Advisors, LLC 4.44% Add +0.5% 16,728 $10.5M
MMBG Investment Advisors Co. 0.88% Reduce -2.9% 16,728 $10.5M
Balefire, LLC 2.03% Add +7.1% 16,652 $10.4M
Canvas Wealth Advisors, LLC 1.77% Add +2.8% 16,621 $10.4M
Duncan Williams Asset Management, LLC 2.58% Add +3.6% 16,485 $10.4M
SageView Advisory Group, LLC 0.35% Reduce -43.8% 16,547 $10.4M
Graetz Wealth LLC 9.44% — 16,528 $10.4M
Nations Financial Group Inc, /Ia/ 0.55% Add +164.5% 16,514 $10.4M
Serenus Wealth Advisors, LLC 1.99% Reduce -1.8% 18,242 $10.3M
Stephen J. Garry & Associates, LLC 8.16% Reduce -4.3% 16,397 $10.3M
Bridgewealth Advisory Group, LLC 2.27% Add +4.6% 16,396 $10.3M
MorganRosel Wealth Management, LLC 2.57% Add +12.5% 16,389 $10.3M
Eastern Bank 0.18% Reduce -8.2% 16,389 $10.3M
Dakota Wealth Management 0.18% Add +6.4% 16,383 $10.3M
Pallas Capital Advisors LLC 0.34% Add +17.9% 16,298 $10.2M
Wealth Enhancement Trust Services, Inc. 1.29% — 16,283 $10.2M
Cannon Capital Management, Inc. 8.97% — 16,271 $10.2M
Migdal Insurance & Financial Holdings Ltd. 0.09% Reduce -20.3% 16,260 $10.2M
Marshall Financial Group, LLC 1.98% Reduce -2.2% 16,251 $10.2M
Victrix Investment Advisors 3.94% New 16,215 $10.2M
Vision Retirement, LLC 2.72% — 16,207 $10.2M
Adams Wealth Management 2.16% Reduce -0.6% 16,179 $10.1M
OpenArc Corporate Advisory, LLC 0.17% — 16,177 $10.1M
CPR Investments Inc. 6.81% Reduce -2.2% 16,173 $10.1M
LifePlan Investment Advisors, Inc. 4.13% Reduce -33.5% 16,173 $10.1M
Bank of Nova Scotia 0.02% Reduce -87.0% 16,138 $10.1M
Mitchell Sinkler & Starr 4.57% Add +9.0% 16,123 $10.1M
Staley Capital Advisers Inc. 0.42% Add +0.3% 16,102 $10.1M
Fonville Wealth Management LLC 2.06% Reduce -3.3% 16,087 $10.1M
Breakwater Capital Group 1.41% Reduce -9.7% 16,084 $10.1M
SeaCrest Wealth Management, LLC 1.02% Add +3.4% 15,885 $10.1M
Thrive Wealth Management, LLC 1.48% Reduce -0.3% 16,055 $10.1M
Lake Street Private Wealth, LLC 1.24% Add +23.2% 16,045 $10.1M
PFG Investments, LLC 0.47% Add +3.2% 16,022 $10.0M
Evernest Financial Advisors, LLC 2.10% Reduce -3.0% 15,736 $10.0M
NavPoint Financial, Inc. 4.29% Add +2.6% 16,008 $10.0M
Root Financial Partners, LLC 0.52% Add +1.3% 15,994 $10.0M
River's Edge Wealth Management, LLC 9.74% — 15,916 $10.0M
Bradley Foster & Sargent Inc. 0.15% Reduce -13.3% 15,840 $9.9M
Wealth Watch Advisors, INC 3.65% Add +3.8% 15,696 $9.8M
HighMark Wealth Management LLC 4.01% Reduce -0.1% 15,685 $9.8M
ICONIQ Capital, LLC 0.15% Add +0.3% 15,664 $9.8M
Marble Harbor Investment Counsel, LLC 1.05% Reduce -7.1% 15,646 $9.8M
Traveka Wealth, LLC 3.99% Reduce -4.5% 15,638 $9.8M
HORAN Wealth, LLC 1.50% Add +69.6% 15,614 $9.8M
Tactive Advisors, LLC 2.84% Reduce -3.6% 15,468 $9.7M
NBT Bank, N.A. 0.63% Add +0.4% 17,018 $9.7M
Oath Planning, LLC 9.55% — 15,426 $9.7M
UMB Bank, n.a. 0.13% Add +37.0% 15,414 $9.7M
Kingdom Financial Group LLC. 2.98% Add +872.9% 15,371 $9.6M
Regal Investment Advisors LLC 0.58% Reduce -15.7% 15,369 $9.6M
Chevy Chase Trust Holdings, LLC 0.03% Add +4.1% 15,333 $9.6M
McKinley Carter Wealth Services, Inc. 0.54% Add +3.5% 15,327 $9.6M
Strive Financial Group ,LLC 5.07% — 15,295 $9.6M
Lavelle Capital LP 6.07% — 15,286 $9.6M
Hurley Capital, LLC 5.36% Add +6.5% 15,247 $9.6M
Global Financial Private Client, LLC 3.35% Reduce -3.2% 15,236 $9.6M
Defined Wealth Management, LLC 5.50% Reduce -1.1% 15,223 $9.5M
Alpha Cubed Investments, LLC 0.33% Reduce -0.6% 15,183 $9.5M
Alpha Financial Advisors, LLC 2.91% No change 15,170 $9.5M
Clear Creek Financial Management, LLC 0.78% Add +23.6% 15,157 $9.5M
Fermata Advisors, LLC 2.27% Reduce -0.2% 15,103 $9.5M
Tudor Financial Inc. 4.85% Reduce -3.4% 15,096 $9.5M
Nwam LLC 0.53% Add +4.7% 14,883 $9.5M
Hexagon Capital Partners LLC 1.74% Add +0.5% 15,049 $9.4M
Trilogy Capital Inc. 0.42% Reduce -4.5% 14,990 $9.4M
Greenwich Wealth Management LLC 0.42% Reduce -0.8% 14,977 $9.4M
Element Pointe Advisors, LLC 1.81% Reduce -1.3% 14,964 $9.4M
Citizens Business Bank 1.55% Reduce -6.9% 14,947 $9.4M
Stratos Investment Management, LLC 0.37% Add +5.8% 14,883 $9.3M
Omnia Family Wealth, LLC 2.75% Reduce -11.1% 14,874 $9.3M
Cedar Wealth Management, LLC 2.79% Add +13.3% 14,852 $9.3M
Peak Asset Management, LLC 1.58% Add +0.2% 14,826 $9.3M
Summit Financial Strategies, Inc. 0.76% Add +2.4% 14,819 $9.3M
Gainplan LLC 3.49% Add +2.2% 14,807 $9.3M
Founders Grove Wealth Partners, LLC 2.09% Reduce -3.1% 14,794 $9.3M
Alta Advisers Ltd 3.36% No change 14,790 $9.3M
Ategra Capital Management, LLC 5.28% No change 14,724 $9.2M
Advyzon Investment Management, LLC 1.07% Add +54.2% 14,706 $9.2M
Causey Wealth LLC 4.17% Add +26.4% 14,627 $9.2M
Greenhouse Wealth Management, LLC 5.42% Reduce -0.4% 14,610 $9.2M
Tanager Wealth Management LLP 0.91% Add +19.3% 14,549 $9.1M
Fiduciary Alliance LLC 0.60% Add +13.4% 14,520 $9.1M
M3 Advisory Group, LLC 5.54% Add +40.3% 14,501 $9.1M
Parthenon LLC 0.98% Reduce -4.4% 14,480 $9.1M
Birch Financial Group, LLC 5.18% Add +2.2% 14,473 $9.1M
DF Dent & Co. Inc. 0.13% Add +3.1% 14,472 $9.1M
Columbus Macro, LLC 0.99% Add +0.6% 14,452 $9.1M
Sage Financial Management Group, Inc. 2.76% Reduce -0.3% 14,424 $9.0M
Florida Trust Wealth Management Co 0.25% Add +1.5% 14,423 $9.0M
Dana Investment Advisors, Inc. 0.26% Add +3.8% 14,356 $9.0M
KDT Advisors, LLC 12.62% No change 14,354 $9.0M
Omnitrust Wealth Management, Inc 11.43% — 14,334 $9.0M
Transcend Capital Advisors, LLC 0.70% Reduce -3.5% 14,312 $9.0M
Hudock, Inc. 1.32% Add +0.9% 14,310 $9.0M
Montecito Bank & Trust 1.43% Add +193.5% 14,302 $9.0M
Stanley-Laman Group, Ltd. 1.14% Add +64.6% 14,286 $9.0M
Embree Financial Group 1.10% Reduce -0.8% 14,277 $9.0M
North Star Asset Management Inc. 0.36% Add +0.6% 14,251 $8.9M
Harvey Partners, LLC 0.80% New 14,200 $8.9M
Sovran Advisors, LLC 0.76% Reduce -17.6% 13,971 $8.9M
CWA Asset Management Group, LLC 0.32% Reduce -1.9% 14,157 $8.9M
Accent Capital Management, LLC 3.81% Add +0.7% 14,138 $8.9M
Kathmere Capital Management, LLC 0.60% Add +3.6% 14,080 $8.8M
Marks Group Wealth Management, Inc 0.84% Reduce -10.1% 14,040 $8.8M
Burling Wealth Partners, LLC 1.37% Add +14.2% 14,028 $8.8M
Csenge Advisory Group 0.40% Add +1.5% 13,985 $8.8M
Stegner Investment Associates Inc. 4.65% Add +31.8% 13,954 $8.8M
Good Steward Wealth Advisors,LLC 5.77% Add +12.3% 13,933 $8.7M
Westfuller Advisors, LLC 3.53% Add +1.4% 13,920 $8.7M
Sharp Wealth Advisory, LLC 4.37% Add +14.0% 13,858 $8.7M
Attessa Capital LLC 4.75% Add +13.8% 13,857 $8.7M
Stone Wealth Partners 7.74% — 13,855 $8.7M
Berman McAleer LLC 1.18% Reduce -3.0% 13,817 $8.7M
Bawa N Mallick Trust 3.21% No change 13,801 $8.7M
Horizon Investments, LLC 0.11% Add +2.2% 13,774 $8.6M
Sound Income Strategies, LLC 0.41% Add +66.9% 13,543 $8.6M
Pettyjohn, Wood & White, Inc. 1.34% Add +2.5% 13,646 $8.6M
Cypress Wealth Services, LLC 1.18% Add +1.6% 13,608 $8.5M
Mackenzie Financial Corp. 0.01% Add +16.3% 13,503 $8.5M
Westshore Wealth, LLC 2.82% Add +23.4% 13,554 $8.5M
Atlantic Union Bankshares Corp 0.16% Add +6.6% 13,530 $8.5M
Capital Planning Advisors, LLC 1.13% Add +2.9% 13,517 $8.5M
EdgeRock Capital LLC 2.26% Reduce -13.2% 13,512 $8.5M
Sequent Asset Management, LLC 3.76% Add +1.4% 13,506 $8.5M
Peak Retirement Planning, Inc. 1.98% Reduce -37.1% 13,500 $8.5M
Monetta Financial Services Inc. 6.06% No change 13,500 $8.5M
Foster Victor Wealth Advisors, LLC 0.49% Add +465.7% 13,310 $8.5M
Canal Capital Management, LLC 1.20% Reduce -0.1% 13,474 $8.4M
Great Lakes Advisors, LLC 0.07% Add +0.0% 13,472 $8.4M
Waller Financial Planning Group, Inc. 1.87% Reduce -12.0% 13,460 $8.4M
Collective Family Office LLC 1.93% Reduce -6.3% 13,420 $8.4M
Ascentis Independent Advisors 1.36% Add +19.2% 13,400 $8.4M
SMART Wealth LLC 2.56% Add +18.3% 13,399 $8.4M
AMG Asset Management Group, Inc. 26.99% — 13,365 $8.4M
LaSalle St. Investment Advisors, LLC 1.35% Add +3.6% 13,340 $8.4M
Burkett Asset Management Ltd 8.44% — 13,320 $8.4M
Tolleson Wealth Management, Inc. 1.21% Reduce -19.9% 13,319 $8.4M
Midland Wealth Advisors, LLC 0.43% Reduce -3.2% 13,263 $8.3M
Searcy Financial Services Inc. 3.08% Add +0.3% 13,249 $8.3M
Ridgecrest Wealth Partners, LLC 4.51% Reduce -33.9% 13,249 $8.3M
Louisbourg Investments Inc. 1.65% Add +4.6% 13,237 $8.3M
Midwest Financial Network, LLC 6.39% Reduce -2.6% 13,207 $8.3M
Connable Office Inc. 0.76% Add +2.1% 13,160 $8.3M
Stone Loft Wealth Management LLC 7.73% — 13,140 $8.2M
Stokes Family Office, LLC 0.75% Reduce -6.1% 13,117 $8.2M
Silver Oak Securities, Incorporated 0.56% Add +13.5% 13,014 $8.2M
Waterfront Wealth Inc. 1.56% Add +3.9% 12,886 $8.2M
LOM Asset Management Ltd 2.37% Reduce -2.8% 13,061 $8.2M
Primoris Wealth Advisors, LLC 4.89% Add +2.1% 13,041 $8.2M
Vanguard Personalized Indexing Management, LLC 0.08% Add +2.5% 13,004 $8.2M
McDonald Partners LLC 2.57% Add +1.0% 13,003 $8.2M
Financial Enhancement Group LLC 1.06% Reduce -0.7% 12,876 $8.1M
Thrive Capital Management, LLC 1.81% Add +19.7% 12,940 $8.1M
Tidal Investments LLC 0.03% Reduce -16.1% 12,918 $8.1M
Kera Capital Partners, Inc. 1.00% Reduce -3.3% 12,729 $8.1M
Keystone Wealth Services, LLC 1.70% Add +2.2% 12,895 $8.1M
Saxony Capital Management, LLC 4.95% Reduce -0.0% 12,883 $8.1M
TritonPoint Partners, LLC 4.31% — 12,876 $8.1M
Brooks, Moore & Associates, Inc. 3.95% Reduce -41.8% 12,830 $8.0M
Capital Asset Managemnet, LLC 8.90% — 12,815 $8.0M
Calamos Wealth Management LLC 0.28% Add +7.8% 12,776 $8.0M
Financial Planning Hawaii, Inc. 4.62% — 12,775 $8.0M
GSG Advisors LLC 2.06% Add +0.2% 12,755 $8.0M
HighPoint Advisor Group LLC 0.18% New 12,748 $8.0M
Waystone Advisors LLC 6.85% — 12,736 $8.0M
First City Capital Management, Inc. 4.21% Add +7.7% 12,718 $8.0M
Advisors Capital Management, LLC 0.09% Add +1.9% 12,692 $8.0M
Sax Wealth Advisors, LLC 0.37% Add +2.3% 12,679 $8.0M
Denver PWM, LLC 2.65% No change 13,966 $7.9M
Warner Financial, Inc. 2.74% Add +1.9% 12,603 $7.9M
Oxford Financial Group, LTD. LLC 0.43% Reduce -0.0% 12,591 $7.9M
Prasad Wealth Partners, LLC 2.11% Add +2.4% 12,586 $7.9M
Newman Dignan & Sheerar, Inc. 1.64% Reduce -0.1% 12,561 $7.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +10.2% 12,498 $7.9M
Violich Capital Management, Inc. 0.88% Reduce -24.2% 12,519 $7.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -67.7% 12,500 $7.8M
Safeguard Investment Advisory Group, LLC 2.00% Reduce -16.2% 12,465 $7.8M
Whittier Trust Co. 0.08% Add +15.3% 12,204 $7.8M
Indivisible Partners 0.84% — 12,342 $7.7M
D'Orazio & Associates, Inc. 0.99% Add +0.6% 12,341 $7.7M
August Group Capital Ltd 8.57% — 12,310 $7.7M
Clarity Capital Advisors, LLC 3.86% Add +24.6% 12,299 $7.7M
Marotta Asset Management 1.43% Reduce -8.6% 12,275 $7.7M
Destination Wealth Management 0.20% Reduce -1.6% 12,266 $7.7M
Quadrant Capital Group LLC 0.23% Reduce -0.5% 12,262 $7.7M
Birinyi Associates Inc. 1.92% Add +0.0% 12,258 $7.7M
Redhawk Wealth Advisors, Inc. 0.86% Add +26.7% 12,257 $7.7M
Planning Project LLC 1.93% — 12,251 $7.7M
Forum Financial Management, LP 0.10% Add +0.9% 12,251 $7.7M
Landing Point Financial Group, LLC 3.83% Add +1.0% 12,246 $7.7M
SteelPeak Wealth, LLC 0.25% Reduce -32.1% 12,240 $7.7M
Lazard Asset Management LLC 0.01% Reduce -12.7% 12,235 $7.7M
Phoenix Financial Ltd. 0.08% Add +2.2% 12,182 $7.6M
Crumly & Associates Inc. 1.60% No change 12,181 $7.6M
Finward Bancorp 5.93% Add +4.3% 12,177 $7.6M
First American Trust, FSB 0.53% Add +55.7% 12,176 $7.6M
Allegiance Financial Group Advisory Services LLC 1.60% Reduce -8.0% 12,166 $7.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.54% Add +8.8% 12,145 $7.6M
21 West Wealth Management LLC 6.93% Add +3.6% 12,095 $7.6M
Focus Financial Network, Inc. 0.26% Add +1.2% 12,048 $7.6M
Daybright Advisory Services, Inc. 2.01% — 12,033 $7.5M
New York Life Investment Management LLC 0.06% Add +39.4% 12,007 $7.5M
Coppell Advisory Solutions LLC 0.74% Reduce -0.5% 11,917 $7.5M
Coerente Capital Management 1.37% No change 12,000 $7.5M
Armstrong Advisory Group, Inc. 0.51% Add +0.4% 11,977 $7.5M
Hills Bank & Trust Co 0.44% Reduce -2.4% 11,951 $7.5M
Kitching Partners, LLC 6.85% Reduce -28.8% 11,948 $7.5M
PCM Encore, LLC 1.59% — 11,936 $7.5M
Elevation Capital Advisory, LLC 3.05% Add +72.6% 11,896 $7.5M
Clarkston Capital Partners, LLC 0.17% Add +94.0% 11,874 $7.4M
Luminist Capital LLC 9.20% Add +2.1% 11,872 $7.4M
Gerber Kawasaki Wealth & Investment Management 0.26% Add +8.8% 11,867 $7.4M
TRUE Private Wealth Advisors 0.75% Reduce -1.2% 11,863 $7.4M
Cora Capital Advisors LLC 2.89% Add +6.6% 11,834 $7.4M
Quest 10 Wealth Builders, Inc. 6.64% Reduce -2.3% 11,827 $7.4M
Amundi 0.00% Reduce -23.5% 11,818 $7.4M
Courier Capital LLC 0.42% Add +11.3% 11,803 $7.4M
YHB Investment Advisors, Inc. 0.51% Reduce -4.3% 11,790 $7.4M
Milestone Asset Management Group, LLC 4.17% Add +12.2% 11,786 $7.4M
Titleist Asset Management, LLC 0.60% Add +7.7% 11,783 $7.4M
BSW Wealth Partners 0.89% Reduce -0.2% 11,776 $7.4M
Salem Investment Counselors Inc. 0.21% Reduce -3.0% 11,764 $7.4M
Benchmark Financial Wealth Advisors, LLC 2.11% Add +0.8% 11,738 $7.4M
Jaffetilchin Investment Partners, LLC 0.43% Reduce -1.3% 11,715 $7.3M
Lyell Wealth Management, LP 0.53% Add +8.1% 11,706 $7.3M
Nomura Asset Management Co. Ltd. 0.02% Reduce -21.0% 11,641 $7.3M
Smith Partners Wealth Management, LLC 6.71% — 11,635 $7.3M
Sykon Capital LLC 2.34% Add +93.0% 11,628 $7.3M
Tempo Wealth, LLC 1.30% — 11,595 $7.3M
One Capital Management, LLC 0.22% Reduce -8.3% 11,588 $7.3M
Peregrine Asset Advisers, Inc. 2.05% Add +3.1% 11,585 $7.3M
Crewe Advisors LLC 0.64% Reduce -5.3% 11,582 $7.3M
Cambria Investment Management, L.P. 0.42% Add +172.5% 11,580 $7.3M
Silver Grove Financial Group, Inc. 6.26% Add +40.6% 11,530 $7.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.17% Reduce -3.1% 11,513 $7.2M
SG Americas Securities, LLC 0.01% Reduce -19.1% 11,497 $7.2M
Legacy Capital Wealth Partners, LLC 1.55% Reduce -3.8% 11,493 $7.2M
BCS Private Wealth Management, Inc. 2.46% Add +26.8% 11,491 $7.2M
Clark Capital Management Group, Inc. 0.04% Add +4.2% 11,481 $7.2M
1900 Wealth Management LLC 0.46% Add +3.1% 11,372 $7.1M
CRA Financial Services, LLC 0.93% Reduce -34.4% 11,371 $7.1M
Essex Financial Services, Inc. 0.41% Add +12.6% 11,362 $7.1M
Prospect Financial Services LLC 4.08% Add +3.3% 11,329 $7.1M
Trust Point Inc. 0.56% Reduce -0.2% 11,323 $7.1M
Coastline Trust Co 0.67% Reduce -3.6% 11,317 $7.1M
ARS Wealth Advisors Group, LLC 0.64% Add +2.1% 11,315 $7.1M
Calton & Associates, Inc. 1.04% Add +5.9% 11,290 $7.1M
Blue Bell Private Wealth Management, LLC 1.04% Add +1.1% 11,281 $7.1M
Long Run Wealth Advisors, LLC 1.33% Add +1.1% 11,272 $7.1M
Orser Capital Management, LLC 3.98% Add +5.4% 11,241 $7.0M
WealthCare Investment Partners, LLC 2.04% Add +3.9% 11,156 $7.0M
PFC Capital Group, Inc. 2.88% Add +11.0% 11,159 $7.0M
First Trust Advisors LP 0.01% Add +58.0% 11,116 $7.0M
Helium Advisors LLC 7.04% Reduce -43.5% 11,092 $7.0M
JFS Wealth Advisors, LLC 0.39% Add +0.4% 11,081 $6.9M
McNaughton Wealth Management, LLC 2.86% Add +3.6% 11,071 $6.9M
Klingman & Associates, LLC 0.33% Reduce -0.5% 11,055 $6.9M
Brooklyn Investment Group 0.32% Add +107.0% 10,954 $6.9M
Rockbridge Investment Management, LCC 0.64% Reduce -0.3% 11,031 $6.9M
Evelyn Partners Asset Management Ltd 1.62% Add +0.3% 10,982 $6.9M
Dougherty & Associates, LLC 6.14% — 10,960 $6.9M
Market Street Wealth Management Advisors LLC 1.07% Reduce -2.4% 10,958 $6.9M
Reliant Investment Partners, LLC 5.38% Add +2.2% 10,935 $6.9M
Marino Management, LLC 1.36% — 10,836 $6.8M
Waters Parkerson & Co., LLC 0.34% Add +0.6% 10,909 $6.8M
Ducere Wealth Management LLC 2.64% — 10,884 $6.8M
Moors & Cabot, Inc. 0.29% Add +2.7% 10,855 $6.8M
Signaturefd, LLC 0.10% Reduce -6.5% 10,853 $6.8M
Park National Corp. 0.21% Add +1.9% 10,843 $6.8M
Insight Advisors, LLC/ PA 1.03% Add +0.9% 10,832 $6.8M
Generation Capital Management LLC 4.40% Add +9.6% 10,814 $6.8M
BCGM Wealth Management, LLC 1.73% Add +0.2% 10,791 $6.8M
Luken Investment Analytics, LLC 2.67% Reduce -0.4% 10,767 $6.8M
ERn Financial, LLC 1.27% Add +0.0% 10,765 $6.8M
Detalus Advisors, LLC 1.64% Add +0.9% 10,754 $6.7M
Hoxton Planning & Management, LLC 2.01% Reduce -0.5% 10,738 $6.7M
Hutchens & Kramer Investment Management Group, LLC 2.32% Add +2.9% 10,711 $6.7M
Sigma Investment Counselors Inc. 0.34% Reduce -0.8% 10,704 $6.7M
Vista Capital Partners, Inc. 0.66% Add +8.3% 10,636 $6.7M
Platform Technology Partners 1.42% Add +10.4% 10,626 $6.7M
Douglass Winthrop Advisors, LLC 0.12% Add +42.7% 10,588 $6.6M
Black Diamond Financial, LLC 0.70% Add +22.4% 10,584 $6.6M
Partners in Financial Planning 1.12% Reduce -0.3% 10,575 $6.6M
Trust Co. of Oklahoma 1.93% Add +0.8% 10,569 $6.6M
Vestia Personal Wealth Advisors 3.37% Add +16.6% 10,514 $6.6M
Centurion Wealth Management LLC 1.46% Add +8.6% 10,561 $6.6M
Ignite Planners, LLC 1.01% Add +8.3% 10,405 $6.6M
First Hawaiian Bank 0.88% New 10,546 $6.6M
Armbruster Capital Management, Inc. 1.11% Add +15.1% 10,523 $6.6M
Global Assets Advisory, LLC 1.89% Add +0.8% 10,523 $6.6M
Flagship Wealth Advisors, LLC 1.91% Add +10.9% 10,496 $6.6M
Miramontes Capital, LLC 2.24% — 10,486 $6.6M
Mattern Capital Management, LLC 0.78% No change 10,470 $6.6M
Fire Capital Management LLC 3.26% Add +83.6% 10,427 $6.5M
Sovereign Financial Group, Inc. 1.16% Reduce -0.3% 10,418 $6.5M
Capital Wealth Alliance, LLC 2.78% Add +9.4% 10,193 $6.5M
Ehrenkranz Partners L.P. 7.36% Add +0.2% 10,358 $6.5M
Axis Wealth Partners, LLC 3.59% Reduce -0.3% 10,353 $6.5M
Wick Capital Partners, LLC 1.16% Add +10.7% 10,298 $6.5M
Lloyd Advisory Services, LLC. 2.50% Reduce -8.5% 10,273 $6.4M
TFO Wealth Partners, LLC 0.96% No change 10,227 $6.4M
Northstar Asset Management Inc. 1.66% No change 10,220 $6.4M
Tradition Wealth Management, LLC 0.46% Add +23.4% 10,211 $6.4M
PDS Planning, Inc 0.43% Add +3.7% 10,208 $6.4M
Eclectic Associates Inc. 1.00% Add +3.8% 10,208 $6.4M
West Michigan Advisors, LLC 1.47% Add +1.6% 10,203 $6.4M
DGS Capital Management, LLC 1.09% Add +16.2% 10,134 $6.4M
Agate Pass Investment Management, LLC 2.36% Add +22.6% 10,124 $6.3M
Yarger Wealth Strategies, LLC 2.72% Add +14.0% 10,097 $6.3M
Everest Private Wealth 3.53% Reduce -5.0% 10,088 $6.3M
Pinnacle Wealth Management Advisory Group, LLC 0.43% Reduce -4.4% 10,073 $6.3M
Single Point Partners, LLC 1.25% Reduce -0.5% 10,064 $6.3M
Beacon Advisors Holdings, LLC 3.30% — 10,007 $6.3M
Welch Group, LLC 0.24% Add +14.3% 9,972 $6.3M
Apollon Financial, LLC 0.91% Add +3.6% 9,971 $6.3M
Vista Investment Partners Ii, LLC 2.69% Add +4.3% 9,968 $6.3M
Granite Islands Private Wealth, LLC 5.73% — 9,919 $6.2M
Anchor Investment Management, LLC 0.51% Add +0.9% 9,914 $6.2M
Asset Dedication, LLC 0.41% Add +2.4% 9,912 $6.2M
Mayflower Financial Advisors, LLC 0.75% Reduce -2.1% 9,903 $6.2M
Seamount Financial Group Inc. 2.82% Add +12.9% 9,900 $6.2M
Childress Capital Advisors, LLC 0.99% Add +5.9% 9,840 $6.2M
United Advisor Group, LLC 0.79% Reduce -16.7% 9,816 $6.2M
Gouws Capital LLC 3.25% Add +0.8% 9,813 $6.2M
Revere Asset Management, Inc 2.16% Reduce -0.4% 9,797 $6.1M
Walter & Keenan Wealth Management LLC /in/ 1.64% Add +0.9% 9,781 $6.1M
Cidel Asset Management Inc. 0.43% Reduce -0.1% 9,759 $6.1M
Fulcrum Wealth Advisors, LLC 5.03% — 9,744 $6.1M
Werba Rubin Papier Wealth Management 1.66% Add +9.6% 9,739 $6.1M
Jordan Park Group LLC 0.35% Reduce -16.8% 9,702 $6.1M
Aprio Wealth Management, LLC 0.35% Add +75.5% 9,692 $6.1M
Saxon Interests, Inc. 2.15% Reduce -3.4% 9,691 $6.1M
Phillips Wealth Planners LLC 4.87% Add +7.5% 9,636 $6.1M
Community Bank of Raymore 4.12% No change 9,661 $6.1M
Fortress Private Ledger, LLC 1.99% Add +31.9% 9,625 $6.0M
Ariston Services Group 3.54% Reduce -0.7% 9,618 $6.0M
Palisade Asset Management, LLC 0.59% Reduce -0.8% 9,584 $6.0M
Signature Estate & Investment Advisors LLC 0.12% Add +3.2% 9,571 $6.0M
Family Wealth Partners, LLC 2.15% Reduce -1.6% 9,492 $6.0M
Biltmore Family Office, LLC 0.82% Add +21.8% 9,482 $5.9M
Affinity Capital Advisors, LLC 0.82% Add +1.5% 9,481 $5.9M
Investor's Fiduciary Advisor Network, LLC 1.27% Add +1123.9% 9,461 $5.9M
Blue Edge Capital, LLC 0.79% Add +0.5% 9,448 $5.9M
Christensen, King & Associates Investment Services, Inc. 2.52% Add +1.0% 9,427 $5.9M
PGIM Custom Harvest LLC 0.09% Reduce -3.9% 9,394 $5.9M
Frisch Financial Group, Inc. 1.32% Add +0.3% 9,372 $5.9M
Worth Asset Management, LLC 2.49% Add +3.0% 9,371 $5.9M
Koenig Investment Advisory, LLC 4.75% — 9,245 $5.9M
Wright Wealth LLC 3.82% — 9,340 $5.9M
Flagstar Securities, Inc. 1.96% Reduce -8.1% 9,338 $5.9M
Raffa Wealth Management, LLC 0.90% Reduce -6.0% 9,334 $5.9M
Bfsg, LLC 0.57% Reduce -0.4% 9,317 $5.8M
FAS Wealth Partners, Inc. 0.38% Add +2.6% 9,317 $5.8M
S.A. Mason LLC 2.30% Add +31.1% 9,283 $5.8M
QTR Family Wealth, LLC 2.55% Add +9.7% 9,106 $5.8M
Atomic Invest LLC 3.25% — 9,155 $5.8M
D.B. Root & Company, LLC 1.41% Reduce -0.9% 9,218 $5.8M
Solstein Capital, LLC 2.31% Add +1278.6% 9,195 $5.8M
Signal Advisors Wealth, LLC 0.46% Add +30.8% 9,193 $5.8M
Parker Investment Management, LLC 0.82% Reduce -12.7% 9,167 $5.7M
Jackson, Grant Investment Advisers, Inc. 1.89% Reduce -0.2% 9,160 $5.7M
Reliant Wealth Planning 1.79% Reduce -2.4% 9,145 $5.7M
ICW Investment Advisors LLC 2.08% Reduce -2.2% 9,141 $5.7M
Capital Wealth Management, LLC 1.85% Reduce -1.3% 9,126 $5.7M
ZWJ Investment Counsel Inc. 0.21% Reduce -4.2% 9,103 $5.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 9,088 $5.7M
LongView Wealth Management 1.38% Add +4.5% 8,913 $5.7M
XML Financial, LLC 0.46% Add +18.1% 9,069 $5.7M
Fullerton Fund Management Co Ltd. 0.25% New 9,053 $5.7M
Elser Financial Planning, Inc 4.11% Add +0.8% 9,052 $5.7M
Woodmont Investment Counsel LLC 0.35% Add +43.0% 9,012 $5.7M
Parcion Private Wealth LLC 0.34% Add +724.5% 18,684 $5.7M
Prepared Retirement Institute LLC 2.84% Reduce -6.6% 9,010 $5.7M
Bath Savings Trust Co 0.56% Reduce -0.6% 8,997 $5.6M
Menora Mivtachim Holdings LTD. 0.03% Reduce -17.4% 8,987 $5.6M
Kestra Investment Management, LLC 0.14% Add +1.8% 8,939 $5.6M
Davis R M Inc. 0.10% Add +10.5% 8,935 $5.6M
Kinloch Capital, LLC 2.41% Reduce -0.6% 8,901 $5.6M
Vectors Research Management, LLC 1.70% Add +17.6% 8,893 $5.6M
Baldwin Investment Management, LLC 0.63% Add +0.8% 8,884 $5.6M
Essex Bank 1.21% Reduce -9.2% 8,875 $5.6M
Moss Adams Wealth Advisors LLC 0.40% Add +2.0% 8,859 $5.6M
Tyche Wealth Partners LLC 0.88% Add +9.5% 8,831 $5.5M
Rf&l Wealth Management, LLC 3.10% Add +3.0% 8,818 $5.5M
Curi Capital, LLC 0.10% Add +23.6% 8,818 $5.5M
Everhart Financial Group, Inc. 0.51% Add +11.5% 8,813 $5.5M
Comprehensive Financial Planning, Inc. 3.65% Add +1.1% 8,811 $5.5M
Quartz Partners, LLC 2.05% Reduce -0.9% 8,783 $5.5M
Rothschild Wealth LLC 0.53% Add +12.5% 8,781 $5.5M
Dala Group, LLC 4.76% — 8,755 $5.5M
Whalerock Point Partners, LLC 1.08% Add +3.0% 8,750 $5.5M
Arthur M. Cohen & Associates, LLC 0.89% Add +0.1% 8,707 $5.5M
Legacy Financial Strategies, LLC 0.97% Reduce -1.0% 8,706 $5.5M
Strategic Investment Solutions, Inc. 1.31% Reduce -18.9% 8,695 $5.5M
Wellington Shields Capital Management, LLC 0.80% Add +6.9% 8,694 $5.5M
Schear Investment Advisers, LLC 2.35% Reduce -14.3% 8,692 $5.5M
Valued Retirements, Inc. 5.32% Add +11.7% 8,679 $5.4M
Fortis Capital Advisors, LLC 0.80% Add +3.0% 8,664 $5.4M
Fortune Financial Group, Inc. 5.33% — 8,605 $5.4M
NerdWallet Wealth Partners, LLC 2.43% Add +0.3% 8,676 $5.4M
My Personal CFO, LLC 2.25% New 8,618 $5.4M
Kastel Capital Advisors, LLC 3.31% — 8,608 $5.4M
Seven Mile Advisory 0.94% Reduce -29.5% 8,597 $5.4M
Modus Advisors, LLC 1.42% Reduce -4.9% 8,564 $5.4M
RKL Wealth Management LLC 0.44% Add +12.4% 8,552 $5.4M
Nicholson Wealth Management Group, LLC 3.14% Reduce -46.2% 8,539 $5.4M
Ameriflex Group, Inc. 2.78% Reduce -47.7% 8,532 $5.4M
SouthState Bank Corp 0.24% Reduce -18.1% 8,485 $5.3M
CFM Wealth Partners LLC 0.77% Add +0.9% 8,474 $5.3M
Ledgewood Wealth Advisors, LLC 3.06% Reduce -2.9% 8,474 $5.3M
Next Capital Management LLC 1.69% Reduce -15.9% 8,438 $5.3M
Integrated Investment Consultants, LLC 1.04% Add +1.3% 8,421 $5.3M
Maxele Advisors, LLC 4.29% Add +10.1% 8,421 $5.3M
Genus Capital Management Inc. 0.61% Reduce -33.5% 8,416 $5.3M
Wiser Advisor Group LLC 6.03% Reduce -0.0% 8,413 $5.3M
Vision Capital Management, Inc. 0.64% Reduce -27.2% 8,399 $5.3M
MBL Wealth, LLC 0.42% Add +32.2% 8,349 $5.2M
Larry Mathis Financial Planning, LLC 4.61% — 8,325 $5.2M
Advisory Alpha, LLC 0.14% Reduce -23.9% 8,316 $5.2M
Attestor Capital Ltd 2.45% — 8,218 $5.2M
Brindle & Bay Financial Advisors, LLC 3.45% — 8,277 $5.2M
Hoese & Co LLP 3.69% Reduce -15.8% 8,260 $5.2M
Heritage Trust Co 0.53% Reduce -11.1% 8,246 $5.2M
Aaron Wealth Advisors LLC 0.29% Reduce -2.5% 8,244 $5.2M
American Investment Services, Inc. 1.20% Reduce -11.0% 8,243 $5.2M
Sulzberger Capital Advisors, Inc. 5.22% Reduce -1.4% 8,242 $5.2M
Red Crane Wealth Management, LLC 4.20% Add +0.0% 8,183 $5.1M
HCR Wealth Advisors 0.51% Add +3.8% 8,158 $5.1M
Hanover Advisors Inc. 1.98% Reduce -0.6% 8,146 $5.1M
XTX Topco Ltd 0.13% New 8,146 $5.1M
Foster Dykema Cabot & Partners, LLC 0.31% Reduce -5.9% 8,120 $5.1M
MetLife Investment Management, LLC 0.02% Reduce -23.8% 8,102 $5.1M
Ilmarinen Mutual Pension Insurance Co 0.04% New 8,092 $5.1M
Boyd Watterson Asset Management LLC 1.47% No change 8,085 $5.1M
O'Brien Wealth Partners LLC 0.67% Add +9.7% 8,080 $5.1M
Xcel Wealth Management, LLC 1.32% Reduce -0.3% 8,074 $5.1M
Magnolia Capital Advisors LLC 1.06% Add +14.3% 8,062 $5.1M
JTC Employer Solutions Trustee Ltd 0.34% No change 8,055 $5.1M
Liberty Wealth Management LLC 0.65% Reduce -2.2% 8,056 $5.0M
Beacon Capital Management, LLC 0.78% Add +3.7% 7,974 $5.0M
Legacy Edge Advisors, LLC 0.55% Reduce -1.5% 7,960 $5.0M
FSA Advisors, Inc. 3.46% Reduce -42.6% 7,944 $5.0M
Invariant Investment Management 3.18% — 7,793 $5.0M
Etesian Wealth Advisors, Inc. 1.56% Add +1.7% 7,931 $5.0M
Charter Capital Management, LLC\DE 2.56% Add +4.1% 7,916 $5.0M
Jacobi Capital Management LLC 0.29% Reduce -1.3% 7,905 $5.0M
Allen Mooney & Barnes Investment Advisors LLC 0.74% Add +7.1% 7,881 $4.9M
McAdam, LLC 0.23% Add +7.1% 7,873 $4.9M
Arrowroot Family Office, LLC 1.79% Reduce -13.3% 7,850 $4.9M
Equita Financial Network, Inc. 1.48% Add +30.0% 7,842 $4.9M
S Harris Financial Group, LLC 4.69% — 7,810 $4.9M
Bill Few Associates, Inc. 1.21% Add +5.2% 7,809 $4.9M
Keebeck Wealth Management 0.57% Add +0.9% 7,808 $4.9M
Cove Private Wealth, LLC 1.47% Add +2.9% 7,803 $4.9M
Farnam Financial LLC 3.67% Reduce -7.8% 7,771 $4.9M
Fee-Only Financial Planning, L.C. 2.83% Reduce -1.0% 7,733 $4.8M
L.K. Benson & Company, P.C. 2.43% Reduce -14.2% 7,720 $4.8M
Southland Equity Partners LLC 0.95% Add +3.5% 7,706 $4.8M
LVW Advisors, LLC 0.49% Add +15.9% 7,686 $4.8M
Sagace Wealth Management LLC 3.27% Reduce -1.0% 7,676 $4.8M
Penobscot Wealth Management 1.48% Add +0.4% 7,661 $4.8M
Crux Wealth Advisors 1.78% Add +0.2% 7,612 $4.8M
Heritage Investors Management Corp. 0.14% Add +2.5% 7,596 $4.8M
Summit Wealth & Retirement Planning, Inc. 1.12% Add +1.4% 7,589 $4.8M
Cogent Private Wealth, Inc. 3.62% — 7,588 $4.8M
Eschler Asset Management LLP 3.22% New 7,552 $4.7M
New Covenant Trust Company, N.A. 4.26% Add +11.2% 7,517 $4.7M
DBK Financial Counsel, LLC 3.62% Add +4.1% 7,522 $4.7M
Hudson Bay Capital Management LP 0.03% No change 7,500 $4.7M
Security National Bank 0.67% Reduce -8.3% 7,481 $4.7M
Aventura Private Wealth, LLC 1.68% Reduce -1.3% 7,468 $4.7M
Truepoint, Inc. 0.11% Add +5.5% 7,462 $4.7M
Maia Wealth LLC 0.80% Add +1.7% 7,466 $4.7M
WESPAC Advisors, LLC 2.53% No change 7,445 $4.7M
Schrum Private Wealth Management LLC 3.45% Add +4.1% 7,441 $4.7M
Greenspring Advisors, LLC 0.29% New 7,428 $4.7M
Twin Peaks Wealth Advisors, LLC 1.36% Add +110.0% 7,297 $4.7M
IPG Investment Advisors LLC 0.81% Reduce -38.5% 7,407 $4.6M
Atlas Capital Advisors Inc. 0.52% — 7,407 $4.6M
Russell Investments Group, Ltd. 0.01% Add +1.9% 7,379 $4.6M
ORG Partners LLC 0.83% Add +0.5% 7,364 $4.6M
Well Done, LLC 0.69% Reduce -0.3% 7,325 $4.6M
Howard Wealth Management, LLC 2.00% Add +0.2% 7,315 $4.6M
Integrity Investment Advisors, LLC 2.52% Add +15.8% 7,306 $4.6M
World Equity Group, Inc. 1.27% Add +6.4% 7,282 $4.6M
Quadcap Wealth Management, LLC 0.52% Reduce -1.4% 7,260 $4.6M
Planning Alternatives Ltd. 0.57% Add +0.3% 7,257 $4.6M
Riverbridge Partners LLC 0.09% New 7,255 $4.5M
49 Wealth Management, LLC 0.37% Add +295.5% 7,238 $4.5M
Pasadena Private Wealth, LLC 0.62% Add +7.5% 7,231 $4.5M
Trust Co. of Toledo NA 0.45% Add +57.1% 7,230 $4.5M
Barnes Pettey Financial Advisors, LLC 2.24% Add +8.4% 7,215 $4.5M
Family Capital Management, Inc. 2.01% Add +464.9% 7,208 $4.5M
Warwick Investment Management, Inc. 0.70% Reduce -4.3% 7,194 $4.5M
Prospect Financial Group LLC 4.19% Reduce -0.3% 7,180 $4.5M
Madison Asset Management, LLC 0.05% Reduce -0.3% 7,163 $4.5M
Riverchase Wealth Management, LLC 2.44% No change 7,154 $4.5M
Sharkey, Howes & Javer 0.57% Reduce -6.0% 7,150 $4.5M
Patriot Investment Management Group, Inc. 0.28% Add +1.9% 7,141 $4.5M
Townsend Asset Management Corp. /NC/ 1.57% Reduce -0.8% 7,111 $4.5M
Gradient Capital Advisors, LLC 1.15% Reduce -4.7% 7,102 $4.5M
Legacy Financial Group LLC 0.55% Add +3.2% 7,035 $4.4M
Bluesphere Advisors LLC 1.95% Reduce -5.0% 7,016 $4.4M
25 LLC 1.40% Reduce -7.6% 7,011 $4.4M
Arcadia Wealth Management, LLC 1.63% Add +0.4% 6,991 $4.4M
1776 Wealth LLC 1.65% No change 6,975 $4.4M
Family Investment Center, Inc. 0.88% Reduce -1.6% 6,965 $4.4M
Sage Capital Advisors,llc 1.03% Add +3.9% 6,931 $4.3M
Minot DeBlois Advisors LLC 3.90% Reduce -11.0% 6,923 $4.3M
Clientfirst Wealth Management, LLC 3.48% No change 6,920 $4.3M
Avondale Wealth Management 2.23% Reduce -0.7% 6,920 $4.3M
Hancock Whitney Corp. 0.08% Reduce -5.3% 6,893 $4.3M
Pursue Wealth Partners LLC 2.10% Add +73.8% 6,874 $4.3M
Kavar Capital Partners Group, LLC 0.59% Reduce -0.0% 6,860 $4.3M
WealthCollab, LLC 1.76% Add +1.0% 6,858 $4.3M
Hardin Capital Partners, LLC 2.03% Add +0.1% 6,847 $4.3M
CV Advisors LLC 1.09% Add +0.4% 6,827 $4.3M
Nilsine Partners, LLC 0.37% Add +54.9% 6,824 $4.3M
Intrua Financial, LLC 0.47% Reduce -12.7% 6,800 $4.3M
CFC Planning Co LLC 3.27% Add +64.6% 6,780 $4.3M
Bollard Group LLC 0.11% Reduce -52.1% 6,773 $4.2M
VSM Wealth Advisory, LLC 1.27% Reduce -1.0% 6,740 $4.2M
Oxford Wealth Group, LLC 2.05% — 6,718 $4.2M
Investment Advisory Group, LLC 1.08% Add +22.5% 6,714 $4.2M
Strategic Family Wealth Counselors, L.L.C. 0.94% Add +14.5% 6,717 $4.2M
Tortoise Investment Management, LLC 0.37% Add +15.8% 6,659 $4.2M
Cornerstone Wealth Management, LLC 0.22% Reduce -7.5% 6,651 $4.2M
Accredited Investors Inc. 0.22% Add +4.3% 6,650 $4.2M
Adapt Wealth Advisors, LLC 1.43% Reduce -0.0% 6,640 $4.2M
Kornitzer Capital Management Inc. 0.09% Add +4.3% 6,618 $4.2M
Pennington Partners & Co., LLC 1.66% Reduce -1.3% 6,613 $4.1M
John G Ullman & Associates Inc. 0.55% Reduce -3.4% 6,606 $4.1M
Sfmg, LLC 0.28% Add +1.3% 6,605 $4.1M
Glass Jacobson Investment Advisors llc 1.49% Add +3.8% 6,599 $4.1M
Debussy Capital Management LP 0.56% Reduce -12.4% 6,587 $4.1M
Pandowealth. LLC 3.79% — 106,976 $4.1M
Independent Wealth Network Inc. 1.26% Reduce -0.5% 6,576 $4.1M
Revolve Wealth Partners, LLC 0.48% Add +2.8% 6,572 $4.1M
Azimuth Capital Investment Management LLC 0.15% Add +312.4% 6,566 $4.1M
Golden State Wealth Management, LLC 0.43% Reduce -6.0% 6,561 $4.1M
BLB&B Advisors, LLC 0.17% Reduce -3.8% 6,551 $4.1M
Texas Yale Capital Corp. 0.12% Add +6.1% 6,546 $4.1M
Ewa, LLC 1.00% Add +34.4% 6,544 $4.1M
Monograph Wealth Advisors, LLC 0.40% Reduce -0.1% 6,543 $4.1M
Mechanics Bank Trust Department 0.54% Reduce -0.4% 6,521 $4.1M
Vigilare Wealth Management 1.37% Add +103.0% 6,509 $4.1M
Cullinan Associates Inc. 0.28% Reduce -1.1% 6,500 $4.1M
DB Fitzpatrick & Co, Inc 3.61% Add +4.9% 6,473 $4.1M
Astra Wealth Partners LLC 2.48% Reduce -3.9% 6,467 $4.1M
Zacks Investment Management 0.03% Add +16.5% 6,465 $4.1M
Patton Albertson Miller Group, LLC 0.48% Reduce -25.1% 6,462 $4.1M
Cooper/Haims Advisors, LLC 1.84% Add +32.5% 6,462 $4.1M
Syon Capital LLC 0.20% Reduce -0.6% 6,457 $4.0M
Opulen Financial Group LLC 2.95% Add +3.4% 6,450 $4.0M
Sterling Group Wealth Management, LLC 1.96% Add +1.0% 6,447 $4.0M
First PREMIER Bank 0.92% Reduce -0.2% 6,414 $4.0M
Cassaday & Co Wealth Management LLC 0.08% Add +8.1% 6,411 $4.0M
Paragon Private Wealth Management, LLC 1.23% Add +0.0% 6,401 $4.0M
Ami Investment Management Inc. 0.90% Reduce -5.4% 6,393 $4.0M
Triasima Portfolio Management inc. 0.60% Add +0.7% 6,387 $4.0M
LRI Investments, LLC 0.32% Add +1.2% 6,344 $4.0M
Gateway Investment Advisers LLC 0.04% Reduce -15.5% 6,340 $4.0M
Viewpoint Investment Partners Corp. 1.89% Add +0.1% 6,325 $4.0M
Rexford Capital Inc. 3.00% Add +20.1% 6,322 $4.0M
Networth Advisors, LLC 2.93% — 6,321 $4.0M
Capital Investment Advisory Services, LLC 0.28% Add +12.2% 6,311 $4.0M
Braun-Bostich & Associates Inc. 2.44% Reduce -9.1% 6,310 $4.0M
Richards, Merrill & Peterson, Inc. 1.51% Add +11.2% 6,287 $3.9M
DecisionMap Wealth Management, LLC 2.43% Add +0.0% 6,273 $3.9M
Fi3 FINANCIAL ADVISORS, LLC 1.20% Add +8.9% 6,270 $3.9M
DT Investment Partners, LLC 0.32% Reduce -0.0% 6,248 $3.9M
Crusonia Wealth Advisors LLC 0.86% — 6,218 $3.9M
NYL Investors LLC 1.32% No change 6,217 $3.9M
Ironwood Investment Counsel, LLC 0.54% Reduce -7.0% 6,210 $3.9M
BlueChip Wealth Advisors LLC 1.63% Add +18.3% 6,172 $3.9M
Ballast Rock Private Wealth LLC 2.41% — 6,145 $3.9M
Thompson Davis & Co., Inc. 2.31% Add +8.3% 6,143 $3.9M
Madison Wealth Partners, Inc 0.70% Add +5.0% 6,137 $3.8M
Great Diamond Partners, LLC 0.74% Add +161.1% 6,135 $3.8M
Meeder Advisory Services, Inc. 0.17% Add +11.4% 6,130 $3.8M
Synergy Financial Group, LTD 2.70% Add +1.8% 6,128 $3.8M
BXM Wealth LLC 2.96% Add +612.6% 59,424 $3.8M
Highland Capital Management, LLC 0.19% Reduce -0.7% 6,110 $3.8M
Birchwood Financial Partners, Inc. 3.80% — 6,105 $3.8M
Maridea Wealth Management LLC 0.58% Add +2.7% 6,100 $3.8M
Redstone Wealth Management, LLC 3.02% — 6,094 $3.8M
Orgel Wealth Management, LLC 0.08% Add +0.9% 6,089 $3.8M
Bridgelight Financial Advisors, Inc. 3.24% — 6,069 $3.8M
California State Teachers Retirement System 0.00% New 6,065 $3.8M
Marathon Wealth Advisors LLC 1.51% — 6,059 $3.8M
Baldwin Wealth Partners LLC 0.24% Reduce -2.9% 6,055 $3.8M
Key Client Fiduciary Advisors, LLC 1.31% Add +12.8% 6,032 $3.8M
Vermillion Wealth Management, Inc. 1.54% Add +9.7% 5,984 $3.8M
Pacific Park Financial, Inc. 2.34% — 5,979 $3.7M
Financial Consulate, Inc. 0.51% Reduce -0.8% 5,972 $3.7M
Sawyer & Company, Inc 1.32% Add +6.2% 5,968 $3.7M
Disciplined Investors, L.L.C. 2.45% Reduce -0.8% 5,966 $3.7M
Sunpointe, LLC 1.24% Add +3.8% 5,952 $3.7M
First Interstate Bank 0.20% Reduce -6.4% 5,951 $3.7M
RMG Wealth Management LLC 0.48% Add +0.0% 5,900 $3.7M
71 West Capital Partners 0.17% — 5,946 $3.7M
Vines Capital Management, LLC 3.63% — 5,938 $3.7M
First National Advisers, LLC 0.51% Add +5.4% 5,905 $3.7M
Tannin Capital LLC 3.30% — 5,886 $3.7M
Baker Avenue Asset Management, LP 0.09% Add +61.2% 5,878 $3.7M
Eagle Capital Management LLC 0.01% New 5,875 $3.7M
Bakala Capital LLC 17.42% Add +1.2% 5,874 $3.7M
Sankala Group LLC 2.94% — 5,824 $3.7M
Principle Wealth Partners LLC 0.21% Add +8.9% 5,853 $3.7M
Accurate Wealth Management, LLC 0.47% Add +0.3% 5,747 $3.7M
Orion Investment Co 1.12% Add +2.3% 5,843 $3.7M
Consultiva Wealth Management, Corp. 10.28% Reduce -4.7% 5,838 $3.7M
GHP Investment Advisors, Inc. 0.15% Add +0.6% 5,837 $3.7M
Ssa Swiss Advisors AG 1.70% Reduce -2.8% 5,825 $3.7M
Tradewinds, LLC. 0.87% Reduce -0.2% 5,791 $3.6M
Ferguson Wellman Capital Management, Inc. 0.06% Add +0.2% 5,790 $3.6M
Long Island Wealth Management, Inc. 1.71% Reduce -5.9% 5,778 $3.6M
Segment Wealth Management, LLC 0.21% Add +42.9% 5,778 $3.6M
PAX Financial Group, LLC 0.62% Reduce -46.3% 5,768 $3.6M
Compass Advisory Group LLC 0.98% Add +0.4% 5,760 $3.6M
Trellis Wealth Advisors LLC 1.41% Add +0.0% 5,757 $3.6M
Tranquility Partners, LLC 1.30% Reduce -0.7% 5,754 $3.6M
Medallion Wealth Advisors, LLC 1.21% Add +15.7% 5,743 $3.6M
Tennessee Valley Asset Management Partners 0.47% Add +4.4% 5,733 $3.6M
Shade Tree Advisors LLC 2.73% Add +65.4% 5,727 $3.6M
Bank of Marin 2.48% Reduce -2.3% 5,716 $3.6M
Innova Wealth Partners 1.81% Add +7.9% 5,716 $3.6M
JT Stratford LLC 0.46% Add +12.7% 5,714 $3.6M
IMA Advisory Services, Inc. 0.34% Reduce -2.0% 5,686 $3.6M
Opal Capital LLC 0.89% — 5,585 $3.6M
Maripau Wealth Management LLC 1.63% Add +29.8% 5,694 $3.6M
Waddell & Associates, LLC 0.24% No change 5,665 $3.6M
Keystone Global Partners, LLC 1.56% Reduce -1.7% 5,655 $3.5M
Cedarwood Wealth LLC 3.93% — 5,531 $3.5M
McMorgan & Co. LLC 0.58% Reduce -1.9% 5,615 $3.5M
GWN Securities Inc. 0.71% Add +13.2% 5,605 $3.5M
KFA Private Wealth Group, LLC 0.85% Reduce -4.4% 5,597 $3.5M
Edmond DE Rothschild Holding S.A. 0.05% Reduce -0.5% 5,589 $3.5M
Beirne Wealth Consulting Services, LLC 1.01% Reduce -6.2% 5,573 $3.5M
Purkiss Capital Advisors LLC 1.64% Add +13.1% 5,567 $3.5M
Realta Investment Advisors 1.15% Add +5.6% 5,563 $3.5M
Argo Wealth Advisory, LLC 2.09% — 5,563 $3.5M
Berkshire Money Management, Inc. 0.33% New 5,556 $3.5M
Cherry Tree Wealth Management, LLC 0.73% Add +0.2% 5,534 $3.5M
Cornerstone Planning Group LLC 0.54% Reduce -50.6% 5,425 $3.5M
Performance Wealth Partners, LLC 0.09% Add +8.2% 5,531 $3.5M
Consilio Wealth Advisors, LLC 1.01% Reduce -0.0% 5,529 $3.5M
IFC Advisors LLC 0.51% Add +7.0% 5,529 $3.5M
Auour Investments LLC 1.10% Reduce -9.5% 5,495 $3.4M
Perennial Investment Advisors, LLC 0.27% Add +2.0% 5,492 $3.4M
Colter Lewis Investment Partners LLC 3.98% — 5,486 $3.4M
Walled Lake Planning & Wealth Management, LLC 1.09% Reduce -0.9% 5,486 $3.4M
Summit Financial Wealth Advisors, LLC 0.49% Reduce -5.6% 5,486 $3.4M
Accel Wealth Management 0.94% Add +2.4% 5,484 $3.4M
Black Swift Group, LLC 0.57% Reduce -6.7% 5,479 $3.4M
Boreal Capital Management LLC 3.14% Add +8.4% 5,473 $3.4M
Lee, Kelleher & Klein Wealth Management 2.04% Reduce -1.1% 5,459 $3.4M
Taylor Hoffman Capital Management LLC 1.04% Reduce -1.4% 5,458 $3.4M
Terra Nova Asset Management LLC 2.25% Reduce -19.2% 5,458 $3.4M
Private Advisory Group LLC 0.27% Reduce -1.8% 5,450 $3.4M
Kirtland Hills Capital Management, LLC 1.20% Add +4.7% 5,441 $3.4M
Goodwin Investment Advisory 3.74% Add +5.9% 5,437 $3.4M
Capital Analysts, LLC 0.09% Add +5.1% 5,429 $3.4M
Channel Wealth LLC 0.86% Reduce -11.2% 5,428 $3.4M
Winthrop Advisory Group LLC 0.29% Reduce -9.5% 5,414 $3.4M
Invesco Ltd. 0.00% Add +87.3% 5,408 $3.4M
MSH Capital Advisors LLC 0.72% Add +48.7% 5,406 $3.4M
Prosperity Advisers, LLC 2.80% — 5,404 $3.4M
TCI Wealth Advisors, Inc. 0.19% Reduce -3.3% 5,404 $3.4M
NorthCoast Asset Management LLC 0.07% Reduce -97.0% 5,397 $3.4M
Integrity Wealth Solutions LLC 1.34% Add +2.1% 5,391 $3.4M
Vienna Asset Management LLC 1.92% Add +43.5% 5,388 $3.4M
Reality Financial Planning Services, LLC 3.23% — 5,376 $3.4M
Pettinga Financial Advisors LLC 0.64% New 5,374 $3.4M
Redwood Family Wealth LLC 3.33% — 5,368 $3.4M
Wealth Architects, LLC 0.30% Add +0.8% 5,359 $3.4M
InTrack Investment Management Inc 1.87% Reduce -1.5% 5,337 $3.3M
Bluestem Financial Advisors, LLC 1.29% Add +1.3% 5,334 $3.3M
Arlington Trust Co LLC 0.34% Reduce -3.8% 5,315 $3.3M
Olde Wealth Management, LLC 1.02% Reduce -0.1% 5,300 $3.3M
Global Strategic Investment Solutions, LLC 0.32% Reduce -4.9% 5,286 $3.3M
Weaver Consulting Group 0.81% Reduce -1.5% 5,283 $3.3M
May Hill Capital, LLC 0.89% Reduce -23.1% 5,271 $3.3M
Avestar Capital, LLC 0.23% Add +17.8% 5,266 $3.3M
Richardson Financial Services Inc. 1.07% Add +2.0% 5,521 $3.3M
JMN Financial LLC 3.28% — 5,249 $3.3M
Roffman Miller Associates Inc. 0.18% New 5,243 $3.3M
Robinson Smith Wealth Advisors LLC 2.25% Add +9.5% 5,243 $3.3M
Triton Wealth Management, PLLC 1.23% Add +99.1% 5,191 $3.3M
Welch & Forbes LLC 0.04% Add +1.1% 5,211 $3.3M
Meredith Wealth Planning 0.97% Add +1.4% 5,199 $3.3M
Capital CS Group, LLC 5.13% Add +4.3% 5,167 $3.2M
Qube Research & Technologies Ltd 0.00% Reduce -54.3% 5,166 $3.2M
Latko Wealth Management, Ltd. 1.58% Add +18.1% 5,156 $3.2M
Financial Council, LLC 1.29% No change 5,152 $3.2M
A4 Wealth Advisors LLC 2.80% Add +6.9% 5,151 $3.2M
Curran Financial Partners, LLC 0.61% Add +36.5% 5,140 $3.2M
Prosperity Consulting Group, LLC 0.14% Add +31.8% 5,129 $3.2M
Fsa Wealth Partners, Inc. 1.16% Reduce -24.3% 5,128 $3.2M
Physician Wealth Advisors, Inc. 0.45% Add +3.6% 5,123 $3.2M
Bedel Financial Consulting, Inc. 0.35% Add +23.1% 5,118 $3.2M
McGuire Capital Advisors Inc. 2.03% — 5,082 $3.2M
Pine Ridge Advisers LLC 0.22% No change 5,075 $3.2M
SRH Advisors, LLC 0.92% Reduce -0.9% 5,074 $3.2M
Cyndeo Wealth Partners, LLC 0.17% Add +127.9% 5,055 $3.2M
Quent Capital, LLC 0.23% Add +6.5% 5,046 $3.2M
Verus Financial Partners, Inc. 0.29% No change 4,964 $3.2M
Markin Asset Management, LP 3.48% — 5,041 $3.2M
Prevail Innovative Wealth Advisors, LLC 0.57% Add +13.4% 5,040 $3.2M
CFS Investment Advisory Services, LLC 0.23% Add +17.1% 5,011 $3.1M
First Pacific Financial 0.41% Add +1.7% 5,007 $3.1M
Cauble & Harre Wealth Management, Inc. 2.63% — 5,006 $3.1M
Jain Global LLC 0.03% Reduce -97.0% 5,000 $3.1M
Headinvest, LLC 0.62% Add +8.9% 4,963 $3.1M
Hubbell Strickland Wealth Management, LLC 1.25% Reduce -2.6% 4,959 $3.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.09% Add +532.5% 4,940 $3.1M
Badgley Phelps Wealth Managers, LLC 0.06% Add +36.5% 4,935 $3.1M
Roberts Glore & Co. Inc. 0.82% Reduce -2.6% 4,931 $3.1M
Baring Financial LLC 1.88% Reduce -2.7% 4,925 $3.1M
Faithward Advisors, LLC 0.45% Add +8.2% 4,922 $3.1M
Provenance Wealth Advisors, LLC 0.34% Add +3.2% 4,922 $3.1M
Capital Advisors Inc. 0.05% Add +1.7% 4,919 $3.1M
Values Added Financial LLC 1.30% Reduce -0.3% 4,916 $3.1M
Roble, Belko & Company, Inc 0.40% Add +17.1% 4,906 $3.1M
National Wealth Management Group, LLC 1.06% Add +8.4% 4,900 $3.1M
WealthShield Partners, LLC 0.34% Add +30.1% 4,898 $3.1M
FOCUS Wealth Advisors, LLC 1.43% Add +0.4% 4,891 $3.1M
Cherry Creek Investment Advisors, Inc. 1.31% Reduce -1.3% 4,885 $3.1M
Myecfo, LLC 1.30% Reduce -1.0% 4,885 $3.1M
SB Capital Management Inc 1.12% — 4,879 $3.1M
SageGuard Financial Group, LLC 0.49% — 4,867 $3.1M
RB Capital Management, LLC 0.64% Add +60.2% 4,860 $3.0M
PACK Private Wealth, LLC 1.39% No change 4,859 $3.0M
Arsenal Capital Advisors LLC 2.14% — 4,833 $3.0M
Chicago Capital, LLC 0.07% Reduce -45.0% 4,824 $3.0M
Cloud Capital Management, LLC 1.42% Add +6.3% 4,804 $3.0M
GEM Asset Management, LLC 1.34% Add +36.5% 4,743 $3.0M
Evolve Private Wealth, LLC 0.18% — 4,790 $3.0M
Legacy Wealth Advisors, LLC 1.97% — 4,767 $3.0M
E&G Advisors, LLC 0.67% No change 4,752 $3.0M
Defender Capital, LLC. 0.97% New 4,750 $3.0M
Financial Synergies Wealth Advisors, Inc. 0.29% Add +4.6% 4,744 $3.0M
TruNorth Capital Management, LLC 0.56% No change 4,743 $3.0M
Annex Advisory Services, LLC 0.06% Add +7.5% 4,737 $3.0M
Grantvest Financial Group LLC 1.90% Add +3.6% 4,732 $3.0M
SeaBridge Investment Advisors LLC 0.49% Reduce -2.2% 4,723 $3.0M
Stonebridge Capital Advisors LLC 0.21% Add +2.2% 4,721 $3.0M
Advance Capital Management, Inc. 0.13% Add +2.8% 4,720 $3.0M
Harbour Investment Management LLC 1.56% Add +0.0% 4,694 $2.9M
Linscomb Wealth, Inc. 0.12% Reduce -2.6% 4,688 $2.9M
Founders Financial Alliance, LLC 0.55% Add +0.5% 4,687 $2.9M
Gibson Capital, LLC 0.54% No change 4,671 $2.9M
Retirement Income Solutions, Inc. 0.49% Add +8.4% 4,652 $2.9M
SkyOak Wealth, LLC 0.52% Add +0.3% 4,641 $2.9M
Private Client Services, LLC 0.91% Add +1.8% 4,635 $2.9M
Gallacher Capital Management LLC 1.12% Reduce -21.2% 4,635 $2.9M
Veery Capital, LLC 0.89% Add +2.4% 4,624 $2.9M
Drive Wealth Management, LLC 0.56% Add +19.3% 4,589 $2.9M
Wolff Wiese Magana LLC 1.56% Add +26.1% 4,552 $2.9M
Susquehanna International Group, LLP 0.00% Add +277.0% 4,535 $2.8M
Capasso Planning Partners LLC 1.56% Reduce -6.1% 4,522 $2.8M
Canandaigua National Bank & Trust Co. 0.25% Add +3.0% 4,514 $2.8M
TCV Trust & Wealth Management, Inc. 0.23% Add +2.4% 4,511 $2.8M
Diversified Management Inc. 0.66% — 4,501 $2.8M
Portland Global Advisors LLC 0.30% Add +2.0% 4,495 $2.8M
Financial Perspectives, Inc 0.76% Add +1.2% 4,493 $2.8M
Aviance Capital Partners, LLC 0.32% Add +0.3% 4,483 $2.8M
Optimist Retirement Group LLC 1.29% Add +0.2% 4,475 $2.8M
Latitude Advisors, LLC 1.23% Add +12.0% 4,470 $2.8M
Tumwater Wealth Management, LLC 1.14% Add +2.4% 4,463 $2.8M
Towne Trust Company, N.A 0.87% Add +20.8% 4,462 $2.8M
Gross & Hartman Investments LLC 1.59% — 4,457 $2.8M
Perkins Coie Trust Co 0.52% No change 4,452 $2.8M
Integrity Financial Corp 1.41% Reduce -40.7% 4,451 $2.8M
Novem Group 0.32% Reduce -5.0% 4,430 $2.8M
Pine Haven Investment Counsel, Inc 1.97% No change 4,420 $2.8M
180 Wealth Advisors, LLC 0.32% Reduce -2.8% 4,412 $2.8M
New Hampshire Trust 0.54% Add +106.0% 4,389 $2.8M
LifeGuide Financial Advisors, LLC 0.91% Reduce -10.8% 4,379 $2.8M
CrossGen Wealth, LLC 2.41% — 4,361 $2.7M
L & S Advisors Inc 0.28% Add +0.7% 4,356 $2.7M
Mezzasalma Advisors, LLC 0.66% Reduce -22.8% 4,346 $2.7M
Slagle Financial, LLC 0.95% Add +7.3% 4,341 $2.7M
MTM Investment Management, LLC 0.87% Reduce -4.1% 4,341 $2.7M
Diversified Enterprises, LLC 0.16% Add +8.8% 4,339 $2.7M
Optima Capital LLC 1.18% Add +1.6% 4,336 $2.7M
Narus Financial Partners, LLC 0.75% Reduce -2.1% 4,321 $2.7M
Michels Family Financial, LLC 1.99% Add +4.1% 4,317 $2.7M
LifeWealth Investments, LLC 0.86% Reduce -11.5% 4,309 $2.7M
Clearstead Trust, LLC 0.42% Add +21.7% 4,304 $2.7M
JB Capital LLC 0.11% Add +0.5% 4,296 $2.7M
Quadrant Private Wealth Management, LLC 0.44% Reduce -0.3% 4,290 $2.7M
Wealth Alliance, LLC 0.26% Add +161.3% 4,286 $2.7M
First County Bank 1.42% Add +27.2% 4,281 $2.7M
Panoramic Investment Advisors, LLC 1.46% Reduce -10.9% 4,275 $2.7M
Wakefield Asset Management LLLP 0.73% Reduce -4.9% 4,272 $2.7M
Glaxis Capital Management, LLC 4.58% Add +0.6% 4,265 $2.7M
Sunbelt Securities, Inc. 0.18% Reduce -1.2% 4,253 $2.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +21.0% 4,167 $2.7M
J. Derek Lewis & Associates Inc. 0.62% — 4,246 $2.7M
Johnson Financial Group, Inc. 0.10% Reduce -2.8% 4,247 $2.7M
FSM Wealth Advisors, LLC 0.36% Reduce -29.4% 4,244 $2.7M
Rebalance, LLC 0.16% Reduce -2.9% 4,244 $2.7M
Cardinal Point Capital Management ULC 0.17% Add +3.0% 4,237 $2.7M
Downshift Financial, LLC 1.64% — 4,263 $2.7M
Cheviot Value Management, LLC 0.26% Add +6.3% 4,140 $2.6M
Cannon Financial Strategists, Inc. 0.37% Add +7.1% 4,206 $2.6M
Laurel Wealth Advisors LLC 0.35% Add +2.3% 4,196 $2.6M
Capital Asset Advisory Services LLC 0.11% Add +18.7% 4,135 $2.6M
Alesco Advisors, LLC, An ESL Co 0.07% Add +2.5% 4,188 $2.6M
Cfo Capital Management LLC 1.96% — 4,170 $2.6M
S&T Bank 0.83% No change 4,165 $2.6M
Harmony Asset Management LLC 0.88% Add +28.5% 4,164 $2.6M
Capital Advantage, Inc. 0.35% Add +3.8% 4,163 $2.6M
Reicon Wealth Advisors, LLC 1.91% — 4,160 $2.6M
WP Advisors, LLC 0.65% Reduce -1.9% 4,152 $2.6M
Occidental Asset Management, LLC 0.31% Add +9.1% 4,149 $2.6M
Stonebridge Financial Planning Group, LLC 0.94% Add +5.7% 4,145 $2.6M
Onyx Bridge Wealth Group LLC 0.28% Reduce -0.6% 4,133 $2.6M
Seal Cove Capital, LLC 2.42% — 4,132 $2.6M
Second Line Capital, LLC 0.53% Reduce -1.3% 4,129 $2.6M
J Hagan Capital, Inc. 1.43% Reduce -42.2% 4,121 $2.6M
Diversified Portfolios, Inc. 0.21% Add +17.4% 4,117 $2.6M
Arrien Investments, Inc. 1.45% Reduce -3.8% 4,105 $2.6M
Able Wealth Management LLC 0.81% Add +178.5% 4,080 $2.6M
Bell Investment Advisors, Inc 0.40% Reduce -0.7% 4,073 $2.6M
MGB Wealth Management, LLC 0.73% Reduce -3.1% 4,058 $2.5M
Sandhill Capital Partners LLC 0.18% Add +59.1% 4,056 $2.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -1.7% 4,053 $2.5M
R.H. Investment Group, LLC 2.13% Reduce -1.0% 4,048 $2.5M
Compton Wealth Advisory Group, LLC 0.55% Add +8.9% 4,046 $2.5M
Trueblood Wealth Management, LLC 0.99% Add +9.7% 4,044 $2.5M
Chesley Taft & Associates LLC 0.10% Add +11.1% 4,026 $2.5M
Trivium Point Advisory, LLC 0.25% Add +12.6% 4,020 $2.5M
Vantage Financial Partners, LLC 0.51% Add +0.1% 4,011 $2.5M
Fortis Capital Management LLC 0.33% Add +8.8% 4,009 $2.5M
Odyssey Capital Advisors, Inc. 2.23% — 4,007 $2.5M
Index Fund Advisors, Inc. 0.12% Add +0.3% 4,002 $2.5M
Adamsbrown Wealth Consultants LLC 0.70% Add +31.8% 4,001 $2.5M
Virtus Wealth Solutions LLC 0.48% Add +14.8% 3,999 $2.5M
IMG Wealth Management, Inc. 1.59% Reduce -60.5% 3,993 $2.5M
Zullo Investment Group, Inc. 0.92% No change 3,990 $2.5M
Wealth Effects LLC 0.78% Add +8.5% 3,981 $2.5M
Washburn Capital Management, Inc. 1.37% Add +7.0% 3,974 $2.5M
Mascoma Wealth Management LLC 0.53% Add +0.1% 3,970 $2.5M
Wingate Wealth Advisors, Inc. 1.39% Add +15.7% 3,968 $2.5M
Bucket List Wealth Management, LLC 1.48% — 3,952 $2.5M
PTM Wealth Management, LLC 1.40% Add +6.8% 3,918 $2.5M
Advisory Research Inc. 0.31% Reduce -28.6% 3,947 $2.5M
Englebert Financial Advisers, LLC 2.85% — 3,947 $2.5M
Mission Creek Capital Partners, Inc. 0.50% Add +137.4% 3,943 $2.5M
Cercano Management LLC 0.09% No change 3,941 $2.5M
Oxbow Advisors, LLC 0.22% Add +7.8% 3,933 $2.5M
Heritage Wealth Management, Inc. 0.69% Add +3.3% 3,928 $2.5M
Unique Wealth, LLC 0.34% Add +0.8% 3,925 $2.5M
MIdWestOne Financial Group, Inc. 0.27% Reduce -3.4% 3,915 $2.5M
Great Oak Capital Partners, LLC 0.61% Add +1.5% 3,902 $2.5M
Nova Wealth Management, Inc. 1.68% Reduce -1.3% 3,906 $2.4M
Fiduciary Family Office, LLC 0.70% Add +0.7% 3,894 $2.4M
Strata Wealth Advisors, LLC 0.68% Add +17.0% 3,893 $2.4M
Advocacy Wealth Management, LLC 0.10% Add +6.2% 3,888 $2.4M
Capstone Financial Advisors, Inc. 0.13% Add +64.5% 3,878 $2.4M
Sandbox Financial Partners, LLC 0.67% Add +12.3% 3,866 $2.4M
HTG Investment Advisors, Inc. 0.74% Reduce -0.8% 3,861 $2.4M
MidFirst Bank 0.19% — 3,859 $2.4M
Culbertson A N & Co. Inc. 0.33% Reduce -5.0% 3,846 $2.4M
Fearless Solutions, LLC dba Best Invest 1.45% No change 3,829 $2.4M
Heritage Financial Services, LLC 0.20% Reduce -11.5% 3,828 $2.4M
Prime Buchholz LLC 1.42% Reduce -28.0% 3,818 $2.4M
JPL Wealth Management, LLC 0.58% Reduce -20.4% 3,816 $2.4M
Eagle Global Advisors LLC 0.09% Add +0.8% 3,805 $2.4M
Uniting Wealth Partners, LLC 0.73% Reduce -9.3% 3,793 $2.4M
KLCM Advisors, Inc. 0.20% New 3,789 $2.4M
Tilia Fiduciary Partners, Inc. 1.31% Add +34.9% 3,788 $2.4M
Fullerton Advisors, LLC 2.37% — 3,777 $2.4M
Clarity Wealth Advisors, LLC 0.48% Add +4.3% 3,776 $2.4M
Avantax Planning Partners, Inc. 0.07% Reduce -1.4% 3,775 $2.4M
Strategies Wealth Advisors, LLC 0.24% Reduce -7.0% 3,770 $2.4M
Orrstown Financial Services Inc. 0.39% Reduce -10.3% 3,762 $2.4M
Private Wealth Group, LLC 1.13% No change 3,758 $2.4M
Tamar Securities, LLC 0.25% Add +7.6% 3,755 $2.4M
Tred Avon Family Wealth, LLC 0.77% Reduce -16.9% 3,753 $2.4M
Mullaney, Keating & Wright, Inc. 1.24% Add +5.6% 3,741 $2.3M
Peoples Bank 2.36% Reduce -2.7% 3,738 $2.3M
Alpha Capital Advisors Inc. 2.17% — 3,671 $2.3M
Burton Enright Welch 0.33% Add +15.1% 3,732 $2.3M
Hengehold Capital Management LLC 0.20% Add +0.9% 3,724 $2.3M
WESCAP Management Group, Inc. 0.47% Add +13.1% 3,721 $2.3M
Strategic Wealth Advisors LLC 1.99% — 3,714 $2.3M
Tocqueville Asset Management L.P. 0.03% Reduce -4.5% 3,708 $2.3M
Aries Wealth Management 0.51% Reduce -2.6% 3,707 $2.3M
Earned Wealth Advisors, LLC 0.16% Add +338.2% 3,703 $2.3M
Exit Wealth Advisors, LLC. 1.37% Add +17.0% 3,697 $2.3M
KMT Wealth Management, LLC 1.24% Add +3.1% 3,692 $2.3M
Valtinson Bruner Financial Planning LLC 0.67% Add +0.2% 3,689 $2.3M
Coastal Bridge Advisors, LLC 0.17% Add +45.8% 3,676 $2.3M
Baker Boyer National Bank 0.70% Add +0.1% 3,675 $2.3M
Harfst & Associates, Inc. 0.42% Reduce -10.3% 3,671 $2.3M
Equity Wealth Partners, LLC 1.49% Add +3.9% 3,667 $2.3M
Glen Eagle Advisors, LLC 0.31% Add +41.5% 3,666 $2.3M
Snowwater Investment Partners, LLC 2.11% — 3,661 $2.3M
Berkeley, Inc 0.73% Reduce -3.8% 3,642 $2.3M
Presper Financial Architects, LLC 1.29% No change 3,635 $2.3M
Cherrydale Wealth Management, LLC 0.69% Add +0.6% 3,628 $2.3M
Alaethes Wealth, LLC 0.64% Add +1.4% 3,619 $2.3M
Stonebridge Financial Group, LLC 0.19% Reduce -1.1% 3,617 $2.3M
Compass Ion Advisors, LLC 0.22% Add +0.1% 3,610 $2.3M
Morris Financial Concepts, Inc. 0.79% Add +9.3% 3,607 $2.3M
Ibex Wealth Advisors 0.22% Add +43.2% 3,599 $2.3M
Enzi Wealth 0.80% Reduce -2.1% 3,554 $2.3M
Alpha Financial Partners LLC 1.38% Add +8.5% 3,597 $2.3M
DiPaolo Financial Group, Inc. 2.40% — 3,597 $2.3M
Investment Advisory Services Inc. /TX 0.70% Add +10.9% 3,593 $2.3M
Rovin Capital /Ut/ 0.60% Add +57.7% 3,587 $2.3M
Raab & Moskowitz Asset Management LLC 0.49% Reduce -0.8% 3,587 $2.2M
TCP Asset Management, LLC 0.38% Reduce -1.0% 3,582 $2.2M
Bragg Financial Advisors, Inc 0.07% Add +1.2% 3,573 $2.2M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -95.4% 3,572 $2.2M
V2 Financial group LLC 1.10% Add +49.6% 3,572 $2.2M
CDM Financial Counseling Services, Inc. 2.10% — 3,571 $2.2M
Claris Financial LLC 1.19% Add +37.2% 3,568 $2.2M
Princeton Global Asset Management LLC 0.36% Add +17.2% 3,550 $2.2M
Cornerstone Financial Group, LLC 1.55% Reduce -2.7% 3,548 $2.2M
Sims Investment Management, LLC 0.79% Reduce -6.9% 3,548 $2.2M
Heritage Investment Group, Inc. 0.34% Reduce -0.5% 3,547 $2.2M
Peak Planning Group, LLC 0.62% Add +4.4% 3,543 $2.2M
Diesslin Group, Inc. 0.88% — 3,540 $2.2M
Aegis Wealth Management, Inc. 1.74% — 3,531 $2.2M
Parkwoods Wealth Partners, LLC 0.65% Add +30.6% 3,529 $2.2M
Neumann Capital Management, LLC 0.64% Add +42.5% 3,519 $2.2M
Patron Partners, LLC 0.98% Add +28.0% 3,519 $2.2M
Henson-Edgewater Management, LLC 1.30% — 3,507 $2.2M
Freedom Investment Management, Inc. 0.64% Reduce -1.1% 3,500 $2.2M
Kane Investment Management, Inc. 1.06% Add +6.5% 3,491 $2.2M
Jupiter Wealth Management LLC 0.97% Add +14.0% 3,491 $2.2M
WBH Advisory Inc. 0.16% Reduce -1.5% 3,482 $2.2M
Chilton Capital Management LLC 0.08% Add +14.2% 3,481 $2.2M
Bensler, LLC 0.22% Reduce -0.3% 3,477 $2.2M
DB&C Advisors, LLC 2.73% — 3,473 $2.2M
Evelyn Partners Investment Management (Europe) Ltd 0.70% No change 3,463 $2.2M
Falcon Wealth Planning 0.18% Add +2.3% 3,459 $2.2M
Joseph P. Lucia & Associates, LLC 0.78% Add +137.6% 3,457 $2.2M
Hanson & Doremus Investment Management 0.26% Add +0.3% 3,455 $2.2M
McCarter Private Wealth Services LLC 0.97% Add +4.1% 3,455 $2.2M
Procyon Advisors, LLC 0.11% Add +8.2% 3,443 $2.2M
Amicus Financial Advisors, LLC 0.60% — 3,429 $2.2M
Grandfield & Dodd, LLC 0.12% Reduce -4.2% 3,421 $2.1M
Calydon Capital 0.36% Add +0.6% 3,414 $2.1M
Infinity Wealth Counsel, LLC 1.94% No change 3,400 $2.1M
Green Ridge Wealth Planning LLC 1.09% — 3,392 $2.1M
LJI Wealth Management, LLC 0.32% Add +17.4% 3,392 $2.1M
Elevated Capital Advisors, LLC 0.50% Reduce -12.0% 3,389 $2.1M
River Wealth Advisors LLC 0.24% Add +9.1% 3,388 $2.1M
TFR Capital, LLC. 0.70% Add +1.4% 3,388 $2.1M
Aspen Wealth Management LLC 0.44% Add +0.6% 3,377 $2.1M
Leelyn Smith, LLC 0.31% Add +1.4% 3,370 $2.1M
Nixon Peabody Trust Co. 0.16% Reduce -0.5% 3,367 $2.1M
Spinnaker Trust 0.11% Add +1.1% 3,361 $2.1M
Alterna Wealth Management, Inc. 1.75% Reduce -0.7% 3,356 $2.1M
F/m Investments LLC 0.08% Reduce -0.0% 3,354 $2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +20.3% 3,349 $2.1M
Wilkerson Advisory Group LLC 0.74% — 3,348 $2.1M
Retirement Financial Solutions, LLC 0.61% Reduce -0.2% 3,343 $2.1M
Confluence Wealth Services, Inc. 0.09% Reduce -1.2% 3,338 $2.1M
Gateway Wealth Partners, LLC 0.23% Add +10.5% 3,334 $2.1M
Rossby Financial, LCC 0.66% Reduce -1.9% 3,333 $2.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.38% Add +0.5% 3,326 $2.1M
Lexington Hill Partners, LLC 1.57% — 3,323 $2.1M
Stockman Wealth Management, Inc. 0.24% Reduce -28.9% 3,323 $2.1M
Weinberger Asset Management, Inc 0.75% Add +0.6% 3,319 $2.1M
Granite FO LLC 1.11% Add +0.0% 3,317 $2.1M
Frank, Rimerman Advisors LLC 0.13% Add +0.0% 3,313 $2.1M
Madison Park Capital Advisors, LLC 1.68% Add +0.7% 3,310 $2.1M
Core Wealth Partners LLC 0.93% Reduce -3.8% 3,306 $2.1M
Ascent Wealth Partners, LLC 0.24% Reduce -4.4% 3,298 $2.1M
Indiana Trust & Investment Management Co 0.61% Reduce -0.8% 3,296 $2.1M
Apeiron RIA LLC 0.42% Reduce -29.4% 3,217 $2.1M
Byrne Asset Management LLC 1.15% Add +23314.3% 3,278 $2.1M
New Republic Capital, LLC 0.55% Add +19.5% 3,275 $2.1M
Resolute Wealth Strategies, LLC 0.90% Add +13.2% 3,268 $2.0M
Northstar Advisory Group, LLC 0.73% Add +2.2% 3,266 $2.0M
Compass Capital Management, Inc. 0.11% New 3,256 $2.0M
Blake Schutter Theil Wealth Advisors, LLC 1.68% Add +0.1% 3,255 $2.0M
Washington Trust Bank 0.14% No change 3,252 $2.0M
Peak Wealth Management LLC 1.70% — 3,243 $2.0M
WealthTrak Capital Management LLC 1.45% Reduce -2.5% 3,237 $2.0M
TBH Global Asset Management, LLC 0.34% Add +6.4% 3,230 $2.0M
Edgemoor Investment Advisors, Inc. 0.16% Reduce -0.4% 3,229 $2.0M
Zions Bancorporation, National Association 0.09% No change 3,228 $2.0M
Old Peak Finance LLC 1.25% — 3,225 $2.0M
Key Financial Inc 0.37% Add +11.3% 3,221 $2.0M
Curry Webb Wealth Management LLC 1.00% — 3,220 $2.0M
Capital Advisors Wealth Management, LLC 0.27% Add +33.5% 3,214 $2.0M
Crews Bank & Trust 0.29% Add +73.0% 3,210 $2.0M
Smith Salley Wealth Management 0.10% Add +5.2% 3,202 $2.0M
MontVue Capital Management, Inc. 1.34% No change 3,201 $2.0M
Entrust Financial LLC 1.49% — 3,198 $2.0M
Passive Capital Management, LLC. 0.63% Add +0.1% 3,196 $2.0M
Asset Advisors Investment Management, LLC 0.18% Reduce -1.2% 3,193 $2.0M
4WEALTH Advisors, Inc. 1.73% Add +1.6% 3,190 $2.0M
Cambient Family Office, LLC 0.29% — 3,188 $2.0M
Meridian Investment Counsel Inc. 0.48% Reduce -4.3% 3,182 $2.0M
Destiny Wealth Partners, LLC 0.23% No change 3,129 $2.0M
Aegis Wealth Management LLC 1.12% Reduce -0.9% 3,173 $2.0M
Archer Investment Corp 0.45% Reduce -47.5% 3,167 $2.0M
Strathmore Capital Advisors, Inc. 0.65% New 3,155 $2.0M
Northwest Wealth Management, LLC 0.31% Add +2.5% 3,155 $2.0M
Align Financial, LLC 1.15% — 1,976,012 $2.0M
Pacific Capital Wealth Advisors, Inc. 0.34% Reduce -1.7% 3,148 $2.0M
HFG Advisors, Inc. 1.43% Add +1.1% 3,147 $2.0M
Urban Financial Advisory Corp 0.77% Add +177.5% 3,139 $2.0M
OneAscent Family Office, LLC 1.33% Add +46.8% 3,139 $2.0M
Union Bancaire Privee, UBP SA 0.02% Add +27.6% 3,185 $2.0M
Annis Gardner Whiting Capital Advisors, LLC 0.37% No change 3,121 $2.0M
Stonekeep Investments, LLC 1.25% Add +1.8% 3,118 $2.0M
Provident Investment Management, Inc. 0.18% Add +89.8% 3,113 $2.0M
Martel Wealth Advisors LLC 0.33% Reduce -1.5% 3,112 $2.0M
Clearview Wealth Advisors LLC 1.24% Reduce -2.5% 3,109 $1.9M
Invst, LLC 0.21% Add +3.6% 3,106 $1.9M
Lifeworks Advisors, LLC 0.25% Add +5.7% 3,102 $1.9M
Pacific Asset Management, LLC 1.17% Add +11.0% 3,100 $1.9M
NorthCrest Asset Manangement, LLC 0.04% Add +9.4% 3,074 $1.9M
Farrow Financial, Inc. 1.12% Reduce -6.3% 3,099 $1.9M
TFC Financial Management, Inc. 0.24% Add +19.9% 3,092 $1.9M
Flatrock Wealth Partners LLC 0.93% — 3,091 $1.9M
Hantz Financial Services, Inc. 0.03% Reduce -6.7% 3,088 $1.9M
Libra Wealth LLC 0.54% Add +6.9% 3,067 $1.9M
Fielder Capital Group LLC 0.41% Add +65.8% 3,063 $1.9M
Castleview Partners, LLC 0.95% Reduce -22.5% 3,061 $1.9M
Obsidian Cio, LLC 2.84% Reduce -67.0% 3,059 $1.9M
William Mack & Associates, Inc. 0.90% Add +0.1% 3,054 $1.9M
John W. Brooker & Co., CPAs 3.43% New 3,052 $1.9M
Versant Capital Management, Inc 0.24% Reduce -11.4% 3,052 $1.9M
Citizens National Bank Trust Department 0.33% Reduce -5.9% 3,040 $1.9M
Manuka Financial, LLC 1.18% Reduce -16.7% 3,032 $1.9M
Sunesis Advisors, LLC 0.86% Reduce -2.0% 3,023 $1.9M
Synergy Asset Management, LLC 0.20% Reduce -65.2% 3,022 $1.9M
Horizon Family Wealth, Inc. 1.01% Reduce -0.6% 3,015 $1.9M
Apriem Advisors 0.17% Reduce -1.0% 3,008 $1.9M
Portside Wealth Group, LLC 0.26% Add +2.1% 3,007 $1.9M
Pacific Center for Financial Services 0.48% No change 3,078 $1.9M
Ellis Investment Partners, LLC 0.33% Add +2.4% 3,005 $1.9M
Darrow Company, Inc. 0.85% No change 3,003 $1.9M
Advisory Advocates, LLC 1.87% — 3,002 $1.9M
Toth Financial Advisory Corp. 0.20% Add +5.5% 3,001 $1.9M
Titiun Yejiel 2.31% — 3,000 $1.9M
Clearwave Capital, LLC 1.39% — 2,996 $1.9M
Foguth Wealth Management, LLC. 0.29% — 2,987 $1.9M
Smith & Howard Wealth Management, LLC 0.43% Add +13.3% 2,988 $1.9M
BFI Infinity Ltd. 1.17% Add +0.6% 2,985 $1.9M
Strategic Wealth Partners, Ltd. 0.13% Add +20.2% 2,967 $1.9M
Old North State Wealth Management, LLC 0.87% Add +0.9% 2,951 $1.9M
LifeGoal Investments, LLC 1.24% Add +108.1% 2,953 $1.9M
Lavaca Capital LLC 0.31% No change 2,953 $1.9M
NDVR, Inc. 1.53% No change 2,948 $1.8M
Members Wealth LLC 1.16% Reduce -19.9% 2,899 $1.8M
Horizon Kinetics Asset Management LLC 0.03% Add +0.2% 2,944 $1.8M
Bonfire Financial 1.38% Reduce -2.8% 2,939 $1.8M
Stillwater Wealth Management Group 1.24% Add +6.4% 2,927 $1.8M
Valley Forge Investment Consultants Inc. Adv 0.53% Add +0.2% 2,921 $1.8M
Schiavi & Co LLC 0.59% Add +5.6% 2,911 $1.8M
Advus Financial Partners, LLC 0.44% Reduce -2.3% 2,905 $1.8M
Professional Advisory Services Inc. 0.22% Reduce -7.8% 2,904 $1.8M
Elevate Capital Advisors, LLC 1.20% Reduce -1.9% 2,904 $1.8M
KRM Wealth Management L.L.C. 1.00% — 2,902 $1.8M
Evolution Wealth Management Inc. 1.50% Add +108.0% 2,898 $1.8M
Gradient Investments LLC 0.03% Reduce -1.1% 2,892 $1.8M
Cresta Advisors, Ltd. 0.76% Add +35.1% 2,891 $1.8M
Inspirion Wealth Advisors, LLC 0.22% New 2,890 $1.8M
TLWM 0.33% Add +8.8% 2,889 $1.8M
Tradewinds Capital Management, LLC 0.38% Reduce -9.8% 2,889 $1.8M
Wealth Dimensions Group, Ltd. 0.36% Add +29.4% 2,886 $1.8M
Trustmark Bank Trust Department 0.11% Add +7.9% 2,882 $1.8M
Cottage Street Advisors LLC 0.76% Add +21.0% 2,878 $1.8M
MV Capital Management, Inc. 0.17% Add +2.9% 2,878 $1.8M
Fayez Sarofim & Co 0.00% Reduce -8.0% 2,878 $1.8M
Insight Inv LLC 1.01% Add +0.5% 2,870 $1.8M
Cornerstone Capital, Inc. 0.18% No change 2,867 $1.8M
Kelman-Lazarov, Inc. 0.26% Add +1.9% 2,868 $1.8M
Geometric Wealth Advisors 0.23% Reduce -10.5% 2,860 $1.8M
Cascade Financial Partners, LLC 0.18% Add +0.6% 2,847 $1.8M
Camelot Technology Advisors, Inc. 1.34% Add +330.1% 2,847 $1.8M
Hassell Wealth Management, LLC 0.60% Reduce -4.4% 2,803 $1.8M
Meridian Wealth Partners, LLC 0.25% Reduce -19.3% 2,838 $1.8M
Millstone Evans Group, LLC 1.05% Add +51.9% 2,834 $1.8M
Corundum Group, Inc. 0.60% Add +1.8% 2,830 $1.8M
Premier Path Wealth Partners, LLC 0.23% Reduce -6.2% 2,829 $1.8M
55 North Private Wealth, LLC 0.47% — 2,823 $1.8M
Moneco Advisors, LLC 0.14% Reduce -1.6% 2,820 $1.8M
Arkfeld Wealth Strategies, L.L.C. 0.61% Reduce -0.1% 2,788 $1.8M
HMS Capital Management, LLC 0.73% Reduce -1.3% 2,818 $1.8M
Bourgeon Capital Management LLC 0.29% Add +0.1% 2,816 $1.8M
Morey & Quinn Wealth Partners, LLC 1.27% Add +27.0% 2,815 $1.8M
Sequent Planning LLC 0.45% Add +34.5% 2,815 $1.8M
Vilga Financial Planning LLC 1.68% — 2,799 $1.8M
Paladin Advisory Group, LLC 1.28% Reduce -4.6% 2,798 $1.8M
Hamilton Point Investment Advisors, LLC 0.27% Reduce -1.8% 2,795 $1.8M
HM Payson & Co. 0.02% Add +31.7% 2,787 $1.7M
MOKAN Wealth Management Inc. 0.78% Add +17.3% 2,790 $1.7M
Sather Financial Group Inc 0.09% Add +8.1% 2,782 $1.7M
Levin Capital Strategies, L.P. 0.15% No change 2,781 $1.7M
Concord Wealth Partners 0.23% Reduce -0.5% 2,773 $1.7M
Austin Wealth Management, LLC 0.26% Add +58.3% 2,739 $1.7M
Awm Capital, LLC 0.16% Reduce -0.1% 2,766 $1.7M
BetterWealth, LLC 0.40% Add +0.0% 2,766 $1.7M
Foster Group, Inc. 0.05% Add +6.7% 2,766 $1.7M
Optivise Advisory Services LLC 1.00% Add +13.3% 2,765 $1.7M
Willis Johnson & Associates, Inc. 0.11% Reduce -3.6% 2,760 $1.7M
Sittner & Nelson, LLC 0.61% Reduce -7.3% 2,716 $1.7M
Teamwork Financial Advisors, LLC 0.18% Reduce -5.2% 2,746 $1.7M
Riverview Trust Co 2.08% No change 2,740 $1.7M
Morton Capital Management LLC 0.26% Reduce -4.3% 2,729 $1.7M
Robinhood Asset Management, LLC 0.14% — 2,728 $1.7M
GAMMA Investing LLC 0.09% Add +25.7% 2,725 $1.7M
First Foundation Advisors 0.06% Add +15.9% 2,709 $1.7M
OneAscent Wealth Management LLC 0.57% Reduce -2.2% 2,708 $1.7M
PVG Asset Management Corp. 3.60% Add +22.7% 2,700 $1.7M
1ST Source Bank 0.09% Reduce -0.8% 2,693 $1.7M
DV Trading LLC 0.15% — 2,692 $1.7M
Birch Hill Investment Advisors LLC 0.07% Add +33.7% 2,691 $1.7M
Strategic Financial Partners, Ltd. 0.73% Reduce -0.0% 2,689 $1.7M
HHM Wealth Advisors, LLC 0.20% Add +0.3% 2,686 $1.7M
Fiduciary Financial Group, LLC 0.24% Reduce -8.0% 2,671 $1.7M
BlackDiamond Wealth Management, LLC 0.82% Add +0.3% 2,622 $1.7M
Spectrum Wealth Advisory Group, LLC 0.61% Add +47.6% 2,666 $1.7M
Level Wealth Management LLC 0.85% Add +4.8% 2,664 $1.7M
Smart Money Group LLC 0.49% Add +45.0% 2,661 $1.7M
BG Investment Services, LLC 1.49% Add +4.3% 2,660 $1.7M
Global Wealth Management Investment Advisory, Inc. 0.27% Add +0.2% 2,657 $1.7M
City State Bank 0.46% Add +3.4% 2,657 $1.7M
Cutler Capital Management, LLC 0.61% Add +23.4% 2,655 $1.7M
Independence Financial Advisors, LLC 0.46% Add +0.6% 2,647 $1.7M
Tower Research Capital LLC (TRC) 0.04% New 2,646 $1.7M
Acorn Wealth Advisors, LLC 0.49% Add +21.1% 2,638 $1.7M
Fairview Capital Investment Management, LLC 0.08% Add +20.7% 2,637 $1.7M
CX Institutional 0.05% Add +17.3% 2,634 $1.7M
Aurora Private Wealth, Inc. 1.08% — 2,632 $1.7M
Perissos Private Wealth Management, LLC 1.42% Add +120.8% 2,628 $1.6M
Gallagher Fiduciary Advisors, LLC 0.05% Add +5.4% 2,624 $1.6M
Integrated Capital Management, LLC 0.71% Add +0.2% 2,617 $1.6M
BHK Investment Advisors, LLC 0.54% No change 2,617 $1.6M
Madrona Financial Services, LLC 0.35% Add +0.0% 2,615 $1.6M
Van Cleef Asset Management,Inc 0.17% Reduce -10.3% 2,613 $1.6M
Zevin Asset Management LLC 0.22% Add +4.0% 2,601 $1.6M
Klingenstein Fields & Co. LP 0.06% No change 2,599 $1.6M
Jim Saulnier & Associates, LLC 0.84% Add +0.7% 2,599 $1.6M
King Wealth Management Group 0.20% Reduce -0.6% 2,598 $1.6M
Iams Wealth Management, LLC 0.59% Add +1.7% 2,593 $1.6M
Financial Symmetry Inc 0.66% Add +346.3% 2,593 $1.6M
Forefront Wealth Partners, LLC 0.77% Add +6.8% 2,591 $1.6M
LPWM LLC 0.41% Add +7.5% 2,588 $1.6M
Adelphi Trust Co 1.32% — 2,585 $1.6M
New Wave Wealth Advisors LLC 0.59% Reduce -16.8% 2,581 $1.6M
Asset Allocation Strategies LLC 0.30% Add +0.9% 2,581 $1.6M
EagleClaw Capital Managment, LLC 0.23% Add +0.6% 2,579 $1.6M
Voya Investment Management LLC 0.00% Add +123.5% 2,579 $1.6M
M.E. Allison & Co., Inc. 1.10% Add +0.1% 2,580 $1.6M
Chemistry Wealth Management LLC 0.30% Reduce -5.5% 2,573 $1.6M
Johnson Financial Group, LLC 0.10% Add +50.7% 2,571 $1.6M
First Community Trust NA 1.20% Add +145.8% 2,571 $1.6M
Vantage Point Financial LLC 0.57% Add +129.7% 2,563 $1.6M
Private Wealth Partners, LLC 0.11% Reduce -1.7% 2,563 $1.6M
Midwest Heritage Bank, FSB 0.55% Add +0.7% 2,553 $1.6M
Anchor Capital Advisors LLC 0.05% Add +7.0% 2,553 $1.6M
KCM Investment Advisors LLC 0.05% Add +8.5% 2,549 $1.6M
Oarsman Capital, Inc. 0.21% Reduce -4.5% 2,546 $1.6M
Guyasuta Investment Advisors Inc. 0.09% Reduce -10.5% 2,541 $1.6M
Lee Financial Co 0.21% Add +40.6% 2,532 $1.6M
Saranac Partners Ltd 0.62% Add +51.2% 2,523 $1.6M
Blue Zone Wealth Advisors, LLC 0.30% Add +6.2% 2,529 $1.6M
RiverFront Investment Group, LLC 0.03% Reduce -2.9% 2,525 $1.6M
Beck Mack & Oliver LLC 0.03% No change 2,519 $1.6M
Round Rock Advisors LLC 0.24% Add +0.8% 2,518 $1.6M
Smith Thornton Advisors LLC 0.80% Reduce -1.1% 2,517 $1.6M
Parr McKnight Wealth Management Group, LLC 0.21% Add +1.5% 2,516 $1.6M
Ellevest, Inc. 0.22% Reduce -1.3% 2,509 $1.6M
MADDEN SECURITIES Corp 0.48% Add +0.5% 2,503 $1.6M
Herbst Group, LLC 0.92% Add +2.9% 2,503 $1.6M
Alteri Wealth LLC 0.51% Add +3.5% 2,498 $1.6M
Evolution Advisers, Inc. 0.68% Add +0.8% 2,498 $1.6M
Wealthquest Corp 0.12% New 2,494 $1.6M
LFG Wealth Partners, LLC 0.99% — 2,482 $1.6M
NTV Asset Management LLC 0.16% Add +10.9% 2,480 $1.6M
Capstone Wealth Management Group LLC 0.94% Reduce -0.9% 2,475 $1.6M
Peterson Wealth Services 0.40% Add +1731.8% 2,473 $1.6M
Garden State Investment Advisory Services LLC 0.37% Add +1.1% 2,468 $1.6M
Retirement Solution LLC 0.34% Add +12.9% 2,472 $1.6M
Kesler, Norman & Wride, LLC 0.27% New 2,472 $1.6M
Catalyst Private Wealth, LLC 0.68% Add +2.5% 2,468 $1.5M
Boyce & Associates Wealth Consulting, Inc. 1.30% Reduce -2.6% 2,465 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.64% Reduce -1.9% 2,463 $1.5M
Cibc World Markets Corp. 0.01% — 2,460 $1.5M
Summit Place Financial Advisors, LLC 0.75% Add +1.1% 2,458 $1.5M
Capital Square, LLC 0.78% Add +2.0% 2,452 $1.5M
Battery Global Advisors, LLC 0.71% Reduce -83.3% 4,880 $1.5M
Cahill Financial Advisors Inc. 0.17% Reduce -1.3% 2,443 $1.5M
Keystone Financial Services, LLC 1.04% Reduce -0.6% 2,440 $1.5M
Hershey Financial Advisers, LLC 1.29% Add +14.6% 2,436 $1.5M
Daviman Financial, LLC 0.90% — 2,434 $1.5M
Inman Jager Wealth Management, LLC 0.93% Reduce -12.7% 2,430 $1.5M
Sightline Wealth Advisors, LLC 0.65% Reduce -1.1% 2,426 $1.5M
Forthright Family Wealth Advisory LLC 0.96% Add +5.3% 2,425 $1.5M
GatePass Capital, LLC 0.80% Add +16.1% 2,421 $1.5M
Grange Capital, LLC 1.45% Reduce -6.6% 2,417 $1.5M
Wimmer Associates 1, LLC 0.70% Add +2.2% 2,412 $1.5M
Walker Asset Management, LLC 0.81% Add +1.4% 2,412 $1.5M
Kieckhefer Group LLC 0.72% Add +0.5% 2,407 $1.5M
Sargent Investment Group, LLC 0.19% New 2,402 $1.5M
Main Street Group, LTD 0.52% Add +50.3% 2,397 $1.5M
Vista Investment Partners LLC 0.39% Add +13.0% 2,396 $1.5M
Kooman & Associates 0.44% Reduce -14.7% 2,384 $1.5M
Financial Security Advisor, Inc. 0.29% Add +503.8% 2,367 $1.5M
Planning Directions Inc. 0.75% Reduce -1.5% 2,363 $1.5M
Chapin Davis, Inc. 0.35% Add +0.0% 2,364 $1.5M
Select Asset Management & Trust 0.46% No change 2,363 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.37% Reduce -24.9% 2,356 $1.5M
FRG Family Wealth Advisors LLC 0.23% Add +16.4% 2,347 $1.5M
Princeton Capital Management LLC 0.38% Add +182.2% 2,342 $1.5M
Cape Cod Five Cents Savings Bank 0.13% No change 2,778 $1.5M
Kennedy Investment Group, Inc. 0.55% Add +33.0% 2,323 $1.5M
Cross Staff Investments Inc 0.80% No change 2,320 $1.5M
44 Wealth Management LLC 0.49% New 2,313 $1.5M
Fortem Financial Group, LLC 0.39% Add +420.3% 2,310 $1.4M
Ameliora Wealth Management Ltd. 0.44% Add +7.4% 2,310 $1.4M
Intellectus Partners, LLC 0.28% New 2,306 $1.4M
Anfield Capital Management, LLC 0.45% Reduce -1.1% 2,298 $1.4M
Great Lakes Retirement, Inc. 0.15% New 2,297 $1.4M
Heritage Wealth Management, Inc. 0.93% Add +0.3% 2,296 $1.4M
Fortitude Advisory Group L.L.C. 0.61% Add +83.6% 2,290 $1.4M
Marshall Investment Management, LLC 0.72% Reduce -2.2% 2,289 $1.4M
Sandro Wealth Management LLC 1.19% — 2,287 $1.4M
Resources Management Corp. /CT/ 0.19% Reduce -0.1% 2,283 $1.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.33% Reduce -4.2% 2,269 $1.4M
Dash Acquisitions Inc. 0.30% Add +220.8% 2,255 $1.4M
Broadleaf Partners, LLC 0.30% Add +8.0% 2,266 $1.4M
Chapman Financial Group, LLC 0.97% Add +0.9% 2,260 $1.4M
Summit Global Investments 0.08% Add +4.7% 2,257 $1.4M
Inscription Capital, LLC 0.15% Add +3.0% 2,256 $1.4M
Magnolia Private Wealth, LLC 0.99% Reduce -0.4% 2,251 $1.4M
Orcam Financial Group 1.06% Reduce -12.2% 2,246 $1.4M
McGuire Investment Group, LLC 0.15% No change 2,243 $1.4M
Up Strategic Wealth Investment Advisors LLC 1.02% Add +7.7% 2,212 $1.4M
Cura Wealth Advisors, LLC 0.53% Add +6.5% 2,237 $1.4M
Maple Capital Management, Inc. 0.09% Add +12.8% 2,234 $1.4M
Fairman Group, LLC 1.12% Add +0.9% 2,233 $1.4M
Mystic Asset Management, Inc. 0.32% Add +0.9% 2,232 $1.4M
DecisionPoint Financial, LLC 0.31% Add +1.4% 2,226 $1.4M
Accelerate Investment Advisors LLC 0.94% Add +6.5% 2,223 $1.4M
Gill Capital Partners, LLC 0.42% Add +1.2% 2,222 $1.4M
Creekside Partners 0.59% Add +1.1% 2,221 $1.4M
Kaizen Financial Strategies 0.62% Add +0.1% 2,219 $1.4M
Fortune Financial Advisors, LLC 0.94% Add +5.5% 2,214 $1.4M
WealthPlan Investment Management, LLC 0.09% Reduce -9.9% 2,213 $1.4M
Meridian Management Co. 0.34% Reduce -1.9% 2,207 $1.4M
Rezny Wealth Management, Inc. 0.30% No change 2,204 $1.4M
Warther Private Wealth, LLC 0.33% Add +21.2% 2,203 $1.4M
Crown Wealth Group, LLC 0.38% Add +15.0% 2,194 $1.4M
Partners Wealth Management, LLC 1.44% Add +0.2% 2,192 $1.4M
Bernardo Wealth Planning LLC 0.26% No change 2,192 $1.4M
Cullen Investment Group, LTD. 0.18% Reduce -2.0% 2,152 $1.4M
Revisor Wealth Management LLC 0.37% Add +54.1% 2,162 $1.4M
Compass Financial Services Inc 0.59% Reduce -3.9% 2,179 $1.4M
Petredis Investment Advisors LLC 0.11% Add +0.6% 2,178 $1.4M
Peterson Wealth Advisors, LLC 0.18% Reduce -5.3% 2,171 $1.4M
Breachway Investments LLC 1.44% — 2,171 $1.4M
Alkeme Wealth, LLC 0.58% Reduce -4.2% 2,168 $1.4M
Stenger Family Office, LLC 0.28% Add +56.5% 2,156 $1.4M
Juncture Wealth Strategies, LLC 0.44% Add +3.3% 2,148 $1.3M
Clear Point Advisors Inc. 1.04% Add +2.7% 2,145 $1.3M
Melone Private Wealth, LLC 0.57% Reduce -1.2% 2,133 $1.3M
Trifecta Capital Advisors, LLC 0.20% No change 2,132 $1.3M
Farmers National Bank 0.30% Reduce -0.3% 2,132 $1.3M
Fortis Group Advisors, LLC 0.22% Reduce -0.2% 2,102 $1.3M
CapWealth Advisors, LLC 0.12% Reduce -3.1% 2,129 $1.3M
Two Sigma Investments, LP 0.00% Reduce -97.0% 2,120 $1.3M
Krilogy Financial LLC 0.05% Add +5.0% 2,081 $1.3M
Colonial Trust Advisors 0.10% Add +1.2% 2,110 $1.3M
Jessup Wealth Management, Inc 0.44% Add +4.5% 2,101 $1.3M
Lawood & Co. 1.25% — 2,101 $1.3M
IAG Wealth Partners, LLC 0.15% No change 2,094 $1.3M
MSA Advisors, LLC 0.33% No change 2,093 $1.3M
Austin Private Wealth, LLC 0.10% Add +8.5% 2,090 $1.3M
Twin Tree Management, LP 0.13% Reduce -70.2% 2,086 $1.3M
GAMCO Investors 0.01% Reduce -0.3% 2,085 $1.3M
Bedell Frazier Investment Counselling, LLC 0.25% Add +22.4% 2,083 $1.3M
Valley Wealth Managers, Inc. 0.08% Reduce -5.1% 2,082 $1.3M
FLC Capital Advisors 0.24% Add +0.2% 2,074 $1.3M
TKG Advisors, LLC 0.52% Add +30.9% 2,071 $1.3M
Wellington-Altus USA Inc. 0.96% — 2,071 $1.3M
Penney Financial, LLC 0.50% Add +64.7% 2,070 $1.3M
Kanawha Capital Management LLC 0.09% Add +4.6% 2,070 $1.3M
Coston, McIsaac & Partners 0.30% Add +12.5% 2,069 $1.3M
Osprey Private Wealth LLC 0.37% New 2,066 $1.3M
Oakwell Private Wealth Management, LLC 0.24% Reduce -4.9% 2,060 $1.3M
Doliver Advisors, LP 0.32% No change 2,059 $1.3M
Baron Wealth Management LLC 0.40% Add +0.6% 2,059 $1.3M
WealthBridge Capital Management, LLC 0.29% Add +5.8% 2,051 $1.3M
Rockingstone Advisors LLC 0.58% Reduce -6.1% 2,044 $1.3M
Westwood Holdings Group Inc. 0.01% Add +4.7% 2,040 $1.3M
Norris Perne & French LLP 0.08% Add +490.7% 2,038 $1.3M
Argonautica Private Wealth Management, Inc. 0.37% Reduce -0.3% 2,036 $1.3M
Thomasville National Bank 0.08% Reduce -3.1% 2,036 $1.3M
Dimension Capital Management LLC 0.18% Reduce -5.6% 2,035 $1.3M
Olistico Wealth, LLC 0.62% Reduce -0.1% 2,025 $1.3M
Brady Martz Wealth Solutions, LLC 0.22% Add +215.9% 2,025 $1.3M
Eagle Bay Advisors LLC 0.93% Reduce -10.4% 2,021 $1.3M
Hill Investment Group Partners, LLC 0.15% Reduce -3.9% 2,020 $1.3M
First Financial Bank - Trust Division 0.10% Add +8.9% 2,020 $1.3M
Concord Asset Management, LLC 0.22% No change 2,020 $1.3M
Duncker Streett & Co. Inc. 0.23% Add +1.8% 2,019 $1.3M
Imprint Wealth LLC 5.90% Reduce -30.9% 2,014 $1.3M
Independent Advisor Alliance 0.03% Add +2.9% 2,013 $1.3M
Mustard Seed Financial, LLC 0.79% Reduce -12.1% 2,008 $1.3M
KERR FINANCIAL PLANNING Corp 1.71% Add +78.0% 2,028 $1.3M
Fingerlakes Wealth Management, Inc. 0.80% Add +0.4% 2,001 $1.3M
Wealth Management Nebraska 0.14% Reduce -2.7% 1,997 $1.3M
VERITY Wealth Advisors 0.77% No change 1,985 $1.2M
Park Place Capital Corp 0.26% Reduce -2.3% 1,985 $1.2M
Bay Rivers Group 0.50% Add +19.8% 1,976 $1.2M
Carter Financial Group, INC. 0.73% Add +0.1% 1,975 $1.2M
Triumph Capital Management 0.27% Add +82.5% 1,975 $1.2M
Hopwood Nicholas Hunter 0.40% — 1,970 $1.2M
Refined Wealth Management 0.83% Add +0.1% 1,966 $1.2M
SFG Wealth Management, LLC. 0.48% Reduce -3.1% 1,965 $1.2M
Aspen Investment Management Inc 0.37% New 1,964 $1.2M
Meridian Financial Advisors, LLC 0.67% Add +0.3% 1,964 $1.2M
Farmers Trust Co. 0.20% No change 1,961 $1.2M
Burns J W & Co. Inc. 0.14% Add +9.3% 1,961 $1.2M
Presilium Private Wealth, LLC 0.22% Add +10.2% 1,959 $1.2M
First Growth Capital LLC 1.09% — 1,929 $1.2M
Gaddis Premier Wealth Advisors LLC 0.93% — 1,953 $1.2M
Golden Reserve Retirement LLC 0.23% New 1,951 $1.2M
Sensible Money, LLC 0.39% Reduce -0.1% 1,951 $1.2M
Motive Wealth Advisors 0.52% No change 1,944 $1.2M
Accretive Wealth Partners, LLC 0.36% Add +1.9% 1,941 $1.2M
Winning Points Advisors, LLC 1.30% — 1,933 $1.2M
Wulff, Hansen & Co. 1.02% Reduce -4.0% 1,931 $1.2M
Allred Capital Management, LLC 0.44% Reduce -2.9% 1,931 $1.2M
Bluebird Wealth Management LLC 1.13% — 1,931 $1.2M
Financial Partners Group, Inc 0.14% Add +400.8% 1,903 $1.2M
Avenir Corp. 0.13% No change 1,930 $1.2M
Tandem Investment Partners LLC 1.02% Reduce -3.8% 1,927 $1.2M
Significant Wealth Partners LLC 1.35% Reduce -70.8% 1,924 $1.2M
AIFG Consultants Ltd. 2.07% Reduce -7.5% 1,923 $1.2M
Summit Wealth Group LLC / Co. 0.16% New 1,921 $1.2M
Osbon Capital Management LLC 1.13% — 1,919 $1.2M
Morling Financial Advisors, LLC 0.38% No change 1,914 $1.2M
Hardworking Capital Advisors, LLC 1.09% — 1,912 $1.2M
Van Hulzen Asset Management, LLC 0.09% Reduce -1.9% 1,897 $1.2M
marrick wealth, LLC 0.97% — 1,894 $1.2M
Vestor Capital, LLC 0.10% Reduce -93.6% 122 $1.2M
Northeast Financial Group, Inc. 0.30% No change 1,894 $1.2M
Congress Asset Management Co. 0.01% Add +6.6% 1,893 $1.2M
Financial Futures Ltd Liability Co. 0.55% Add +0.8% 1,886 $1.2M
Prostatis Group LLC 0.28% Reduce -10.2% 1,882 $1.2M
CGN Advisors LLC 0.09% Reduce -7.2% 1,880 $1.2M
RAM Investment Partners, LLC 0.21% Add +12.4% 1,880 $1.2M
Grey Ledge Advisors, LLC 0.27% Add +7.4% 1,877 $1.2M
Hamilton Capital, LLC 0.06% — 1,877 $1.2M
Pacific Point Advisors, LLC 0.63% Add +60.9% 1,874 $1.2M
Beacon Financial Advisory LLC 0.27% Reduce -5.8% 1,864 $1.2M
Power Wealth Management LLC 0.41% Add +4.6% 1,863 $1.2M
Financial Counselors Inc. 1.62% Add +0.1% 1,862 $1.2M
Dudley Capital Management, LLC 0.51% Add +6.6% 1,861 $1.2M
Allium Financial Advisors, LLC 0.93% Add +0.6% 1,861 $1.2M
Wealth Management Associates, Inc. 0.41% Add +35.1% 1,860 $1.2M
Benchmark Financial, LLC 1.16% — 1,858 $1.2M
Willow Financial LLC 1.18% — 1,857 $1.2M
New Age Alpha Advisors, LLC 0.05% Reduce -2.6% 1,855 $1.2M
Burk Holdings LLC 0.55% Add +86.3% 1,854 $1.2M
Lynx Investment Advisory 0.63% Add +0.2% 1,851 $1.2M
Retirement Planning Co of New England, Inc. 0.46% Add +0.2% 1,842 $1.2M
Virtue Asset Management LLC 0.94% Add +0.1% 1,840 $1.2M
PW Advisors, LLC \ FL 0.93% — 1,839 $1.2M
Plum Street Advisors, LLC 0.41% Reduce -2.3% 1,839 $1.2M
Grey Fox Wealth Advisors, LLC 0.24% Reduce -6.2% 1,839 $1.2M
Rinkey Investments 0.29% Add +3.2% 1,837 $1.2M
Bank of Hawaii 0.06% No change 1,836 $1.2M
Knightsbridge Asset Management, LLC 0.19% Reduce -6.0% 1,832 $1.1M
Goelzer Investment Management, Inc. 0.05% Add +8.5% 1,827 $1.1M
Koss-Olinger Consulting, LLC 0.09% Reduce -74.8% 1,822 $1.1M
Icon Wealth Advisors, LLC 0.08% Add +6.6% 1,818 $1.1M
Fund Advisors of America Inc 1.05% — 1,818 $1.1M
Regatta Capital Group, LLC 0.17% Add +0.1% 1,818 $1.1M
Eagle Wealth Advisors LLC 0.97% — 1,817 $1.1M
Capstone Wealth Management Group, LLC 0.48% Add +0.1% 1,815 $1.1M
Third View Private Wealth, LLC 0.15% — 1,812 $1.1M
Plotkin Financial Advisors, LLC 0.55% Add +2.7% 1,807 $1.1M
Atticus Wealth Management, LLC 0.28% Add +2.1% 1,805 $1.1M
Palumbo Wealth Management LLC 0.28% New 1,801 $1.1M
Beacon Wealthcare LLC 0.39% No change 1,799 $1.1M
Cornerstone Planning, LLC 0.26% — 1,799 $1.1M
Howe & Rusling Inc. 0.07% Add +5.9% 1,792 $1.1M
CPC Advisors, LLC 0.11% Add +0.2% 1,792 $1.1M
Peoples Financial Services Corp. 0.52% Reduce -0.3% 1,792 $1.1M
Mogy Joel R Investment Counsel Inc. 0.06% No change 1,790 $1.1M
Mosaic Family Wealth Partners, LLC 0.12% Add +20.6% 1,788 $1.1M
IMPACTfolio, LLC 0.47% Reduce -5.0% 1,776 $1.1M
Gryphon Financial Partners LLC 0.12% Add +2.9% 1,771 $1.1M
Wilkins Miller Wealth Management, LLC 0.66% Reduce -7.4% 1,766 $1.1M
Collaborative Wealth Managment Inc. 0.39% Add +27.6% 1,766 $1.1M
New Millennium Group LLC 0.48% Reduce -3.8% 1,765 $1.1M
Buffalo Business & Estate Services Ltd. 0.16% — 1,759 $1.1M
Carrera Capital Advisors 0.19% Add +5.8% 1,758 $1.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.11% Reduce -1.8% 1,758 $1.1M
Nemes Rush Group LLC 0.10% Add +36.2% 1,758 $1.1M
Coquina Private Wealth LLC 0.88% — 1,757 $1.1M
Family Manage LLC 0.14% No change 1,757 $1.1M
Rakuten Securities, Inc. 0.36% Reduce -34.0% 1,756 $1.1M
DSG Capital Advisors, LLC 0.17% Add +90.6% 1,727 $1.1M
Accredited Investor Services, LLC 0.73% No change 1,751 $1.1M
Barrett & Company, Inc. 0.37% No change 1,748 $1.1M
Opes Wealth Management LLC 0.19% Reduce -5.2% 1,747 $1.1M
Graves Light Lenhart Wealth, Inc. 0.12% No change 1,744 $1.1M
Chilton Investment Co. Inc. 0.02% Reduce -9.5% 1,743 $1.1M
Sage Investment Counsel LLC 1.20% Add +0.3% 1,741 $1.1M
Fjell Capital, LLC 0.83% New 1,736 $1.1M
One Wealth Advisors, LLC 0.13% Add +135.2% 1,736 $1.1M
Sherwood Financial Partners, LLC 0.94% Reduce -9.7% 1,736 $1.1M
Cacti Asset Management LLC 0.07% New 1,720 $1.1M
Snider Financial Group 0.29% Reduce -18.0% 1,733 $1.1M
RVW Wealth, LLC 0.08% Reduce -16.5% 1,730 $1.1M
Lynch Investment Planning, LLC 1.03% — 1,722 $1.1M
Summit Asset Management, LLC 0.15% Add +2.3% 1,722 $1.1M
PKS Advisory Services, LLC 0.24% Reduce -33.3% 1,713 $1.1M
CLG LLC 0.27% Reduce -0.6% 1,712 $1.1M
B&D White Capital Company, LLC 0.12% Reduce -0.6% 1,708 $1.1M
DHJJ Financial Advisors, Ltd. 0.36% Add +3.7% 1,706 $1.1M
Sierra Ocean, LLC 0.89% Reduce -2.2% 1,705 $1.1M
Northern Capital Management, Inc. 0.56% Add +1.4% 1,703 $1.1M
Compass Planning Associates Inc 0.74% Add +32.7% 1,700 $1.1M
RPS Advisory Solutions LLC 0.50% Add +7.0% 1,698 $1.1M
Midwest Capital Advisors, LLC 0.51% Reduce -1.2% 1,697 $1.1M
Leisure Capital Management 0.35% New 1,694 $1.1M
Unique Wealth Strategies, LLC 0.42% Reduce -30.6% 1,694 $1.1M
LMG Wealth Partners, LLC 0.20% Add +2.2% 1,690 $1.1M
Towercrest Capital Management 0.17% Reduce -3.8% 1,685 $1.1M
Williams & Novak, LLC 0.79% Add +3.1% 1,682 $1.1M
Blue Chip Partners, LLC 0.08% Add +0.1% 1,681 $1.1M
Total Clarity Wealth Management, Inc. 0.25% Add +1.6% 1,677 $1.1M
Shaker Investments LLC 0.44% Add +0.5% 1,671 $1.0M
Impact Partnership Wealth, LLC 0.13% Add +207.9% 1,669 $1.0M
Alpine Global Management, LLC 0.25% New 1,665 $1.0M
FC Advisory LLC 0.30% Add +0.1% 1,660 $1.0M
Woodley Farra Manion Portfolio Management Inc. 0.05% Add +6.3% 1,659 $1.0M
Financial Freedom, LLC 0.51% Add +0.1% 1,652 $1.0M
Index Technologies Group LLC 1.08% — 1,650 $1.0M
Smallwood Wealth Investment Management, LLC 0.54% Reduce -25.4% 1,649 $1.0M
Wealth Management Strategies, Inc. 0.48% Add +0.6% 1,647 $1.0M
Legacy Wealth Management, LLC / MS 0.27% Add +5.9% 1,641 $1.0M
Painted Porch Advisors LLC 0.41% Reduce -23.7% 1,640 $1.0M
Schwarz Dygos Wheeler Investment Advisors LLC 0.21% No change 1,640 $1.0M
Pathway Financial Advisors LLC 0.13% Reduce -0.1% 1,616 $1.0M
Cooper Financial Group 0.11% Reduce -3.5% 1,637 $1.0M
Stanich Group LLC 0.77% Add +0.1% 1,634 $1.0M
Brogan Financial, Inc. 0.45% Add +1.6% 1,631 $1.0M
City National Bank of Florida 0.67% Reduce -0.3% 1,630 $1.0M
Brand Asset Management Group, Inc. 0.29% Reduce -10.9% 1,628 $1.0M
Signet Financial Management, LLC 0.11% Reduce -2.4% 1,625 $1.0M
First Nebraska Trust Co 0.09% No change 1,624 $1.0M
ORBA Wealth Advisors, L.L.C. 0.88% Reduce -2.1% 1,621 $1.0M
BWM Planning, LLC 0.27% Add +104.5% 1,618 $1.0M
Costello Asset Management, INC 0.34% Add +3.8% 1,616 $1.0M
Focused Wealth Management, Inc 0.11% Add +16.3% 1,613 $1.0M
Engineers Gate Manager LP 0.01% Reduce -51.4% 1,613 $1.0M
Twin City Private Wealth, LLC 0.76% Add +0.3% 1,612 $1.0M
One Charles Private Wealth Services, LLC 0.26% Reduce -11.7% 1,611 $1.0M
Summitry LLC 0.04% New 1,609 $1.0M
ATLas Financial Planning LLC 0.99% — 1,605 $1.0M
ABLE Financial Group, LLC 0.20% Add +178.5% 1,604 $1.0M
Greystone Financial Group, LLC 0.16% Reduce -35.6% 1,599 $1.0M
Parkway Wealth Management Group, LLC 0.13% — 1,596 $1.0M
FreeGulliver LLC 0.45% Add +0.6% 1,592 $998K
Financial Connections Group, Inc. 0.34% Reduce -1.6% 1,592 $998K
Tableaux LLC 0.71% Reduce -45.4% 1,565 $998K
Whitegate Investment Counselors, Inc. 0.31% Add +30.4% 1,589 $996K
Coastwise Capital Group, LLC 0.51% Reduce -2.2% 1,588 $996K
Beese Fulmer Investment Management, Inc. 0.06% Add +227.2% 1,587 $995K
SwitchPoint Financial Planning, LLC 0.70% Reduce -5.2% 1,585 $994K
Fairvoy Private Wealth, LLC 0.22% Reduce -2.6% 1,583 $993K
Integrity Advisory Solutions, LLC 0.14% Add +17.6% 1,581 $992K
Vestment Financial LLC 0.51% No change 1,551 $990K
Macco Financial Group, Inc. 0.85% — 1,578 $990K
SageOak Financial, LLC 0.72% No change 1,576 $988K
Carmel Capital Partners, LLC 0.35% Add +2.1% 1,574 $987K
Elite Financial, Inc. 0.45% Reduce -2.4% 1,575 $987K
Matauro, LLC 0.15% Add +0.5% 1,573 $987K
Financial Management Network Inc. 0.16% Add +5.2% 1,570 $987K
GK Wealth Management LLC 0.72% Add +15.9% 1,571 $986K
Berkeley Capital Partners, LLC 0.23% Add +9.7% 1,571 $985K
Flywheel Private Wealth LLC 0.61% Add +0.2% 1,570 $985K
Richard P Slaughter Associates Inc 0.21% Reduce -2.8% 1,568 $983K
Washington Capital Management, Inc. 0.80% Add +1.6% 1,566 $982K
Lifetime Wealth Management P.C. 0.62% — 1,565 $981K
Aquire Wealth Advisors, LLC 0.25% Add +16.3% 1,557 $976K
Riversedge Advisors, LLC 0.16% Reduce -18.7% 1,553 $974K
Generations Wealth, LLC 0.99% — 1,546 $970K
Dupree Financial Group, LLC 0.35% Reduce -17.2% 1,542 $967K
Laurel Oak Wealth Management, LLC 0.16% — 1,536 $964K
Hall Capital Management Co. Inc. 0.37% Add +2.7% 1,536 $963K
Retirement Planning Group, LLC / NY 0.66% Add +11.5% 1,535 $962K
First Wilshire Securities Management Inc. 0.24% No change 1,533 $961K
Silicon Valley Capital Partners 0.09% Reduce -7.8% 1,532 $961K
Chesapeake Wealth Management 0.29% Reduce -2.2% 1,531 $960K
Millennium Capital Advisors, LLC 0.57% Add +0.5% 1,528 $958K
Novare Capital Management LLC 0.07% Reduce -52.1% 1,528 $958K
Broadview Financial Management, LLC 0.64% Add +11.4% 1,522 $954K
Waterway Wealth Management, LLC 0.22% Add +256.1% 1,517 $951K
Tidemark, LLC 0.27% Reduce -15.1% 1,512 $948K
Blackhawk Capital Partners, LLC 0.36% Add +12.7% 1,510 $947K
Veratis Advisors, Inc. 0.75% — 1,508 $946K
Moody LYNN Lieberson & Walker, LLC 0.05% Add +10.9% 1,506 $944K
Jackson Square Capital, LLC 0.19% No change 1,504 $943K
Tull Financial Group, Inc. 0.40% Add +3.1% 1,502 $942K
Roger Wittlin Investment Advisory, LLC 0.66% Reduce -48.2% 1,496 $938K
Arbor Wealth Advisors LLC 0.67% No change 1,496 $938K
Weatherly Asset Management L. P. 0.07% Add +16.8% 1,491 $935K
Churchill Financial Advisors, LLC 0.29% — 1,489 $934K
Cornell Pochily Investment Advisors, Inc. 0.27% Add +5.0% 1,487 $933K
Forum Private Client Group LLC 0.32% Reduce -0.6% 1,487 $933K
Beck Capital Management, LLC 0.22% Reduce -24.2% 1,485 $931K
Alliance Wealth Management Group 0.20% Reduce -4.3% 1,485 $931K
Holderness Investments Co. 0.19% Add +1.7% 1,480 $928K
Arcadia Investment Advisors LLC 0.43% Reduce -2.0% 1,479 $928K
DiNuzzo Private Wealth, Inc. 0.10% Add +10.7% 1,478 $927K
Ranch Capital Advisors Inc. 0.34% Add +17.6% 1,477 $926K
Lam Group, Inc. 0.53% No change 1,475 $925K
Urban Wealth Management, LLC 0.86% — 1,472 $923K
Symphony Financial Services, Inc. 0.47% Add +16.2% 1,470 $922K
Fiscal Wisdom Wealth Management, LLC 0.87% Add +11.3% 1,470 $922K
Caitlin John, LLC 0.60% Add +196.8% 1,469 $922K
CPA Asset Management Group, LLC 0.32% Reduce -25.4% 1,467 $920K
Maryland Capital Advisors Inc. 0.31% No change 1,466 $919K
Cumberland Partners Ltd 0.06% No change 1,463 $917K
Abundance Wealth Counselors 0.15% Add +2.2% 1,462 $917K
Prudent Man Advisors, LLC 0.33% No change 1,455 $912K
ArborFi Advisors, LLC 0.74% Add +6.2% 1,451 $910K
Financial Insights, Inc. 0.30% Add +0.5% 1,451 $910K
McIlrath & Eck, LLC 0.08% Add +100.5% 1,448 $908K
Beacon Financial Group 0.09% Add +7.1% 1,447 $907K
Addison Advisors LLC 0.20% No change 1,446 $907K
Perryman Financial Advisory Inc. 0.13% — 1,444 $906K
Pavion Blue Capital, LLC 0.38% Reduce -0.7% 1,441 $904K
Wealth Forward, LLC 0.51% No change 1,437 $901K
IVC Wealth Advisors LLC 0.39% Add +106.0% 1,432 $898K
Financial Advisory Partners, LLC 0.25% Reduce -0.4% 1,430 $897K
Astoria Strategic Wealth, Inc. 0.23% Reduce -0.1% 1,426 $894K
Financial Planning Navigators CORP 0.41% — 1,423 $893K
Brookwood Investment Group LLC 0.11% Reduce -17.9% 1,422 $892K
Wallace Capital Management Inc. 0.11% Reduce -3.4% 1,421 $891K
Brandywine Oak Private Wealth LLC 0.07% No change 1,421 $891K
Holos Integrated Wealth LLC 0.50% No change 1,416 $890K
Davidson Investment Advisors 0.04% Add +66.5% 1,417 $889K
Advisory Resource Group 0.16% Reduce -1.3% 1,416 $888K
Watchman Group, Inc. 0.21% No change 1,415 $887K
Cape Investment Advisory, Inc. 0.27% Add +92.0% 1,415 $887K
Checchi Capital Advisers, LLC 0.06% New 1,414 $887K
Bulltick Wealth Management, LLC 0.19% Add +3.6% 1,413 $886K
Griffin Asset Management, Inc. 0.10% Add +0.2% 1,408 $883K
Porter White Investment Advisors, Inc. 0.36% Add +0.6% 1,407 $883K
American National Bank of Texas 0.85% Reduce -9.7% 1,403 $880K
Stonebrook Private Inc. 0.18% Reduce -10.3% 1,399 $877K
Ulland Investment Advisors, LLC 0.70% Reduce -1.1% 1,398 $877K
Ironwood Financial, llc 0.15% Reduce -0.5% 1,361 $870K
Merited Wealth, LLC 0.81% — 1,386 $869K
SMI Advisory Services, LLC 0.15% Reduce -25.5% 1,356 $867K
Galvin, Gaustad & Stein, LLC 0.07% Add +6.6% 1,381 $866K
Mach-1 Financial Group, LLC 0.18% Add +2.7% 1,380 $866K
Avalon Advisory Group 0.35% No change 1,376 $863K
Signature Wealth Management Group 0.35% Add +0.1% 1,376 $863K
Institute for Wealth Management, LLC. 0.09% Add +11.8% 1,367 $857K
Carson Advisory Inc. 0.45% Add +26.3% 1,367 $857K
Truefg, LLC 0.23% New 1,367 $857K
Yoffe Investment Management, LLC 1.09% No change 1,366 $857K
OLIO Financial Planning 0.24% No change 1,366 $856K
Naviter Wealth, LLC 0.11% Reduce -74.4% 1,364 $855K
Consilium Wealth Advisory, LLC 0.32% No change 1,363 $855K
Bluespring Wealth Management, LLC 0.07% Add +6.7% 1,362 $854K
GFS Advisors, LLC 0.10% No change 1,360 $853K
Serenity Investment Advisors 0.50% — 1,344 $852K
Schaper Benz & Wise Investment Counsel Inc. 0.06% Add +44.1% 1,357 $851K
Endeavor Private Wealth, Inc. 0.24% Reduce -0.1% 1,356 $850K
Lakewood Asset Management LLC 0.50% Reduce -2.5% 1,351 $847K
Alpha Zero LLC 0.46% Reduce -6.5% 1,350 $847K
Silver Coast Investments LLC 0.29% Add +2.9% 1,337 $839K
Stokes Capital Advisors, LLC 0.19% Reduce -5.5% 1,334 $837K
Cadent Capital Advisors, LLC 0.22% Reduce -3.1% 1,329 $833K
Investmark Advisory Group LLC 0.35% Reduce -1.0% 1,326 $832K
Wealthcare Capital Management LLC 0.08% Add +23.9% 1,325 $831K
Graney & King, LLC 0.49% Add +0.7% 1,324 $831K
Scharf Investments, LLC 0.02% New 1,322 $829K
Marquette Asset Management, LLC 0.12% No change 1,322 $829K
Indie Asset Partners, LLC 0.92% Add +12.2% 1,320 $828K
Legacy Trust 0.15% Add +25.9% 1,318 $827K
AMJ Financial Wealth Management 0.20% Reduce -2.1% 1,317 $826K
Pegasus Asset Management, Inc. 0.25% Add +1.6% 1,317 $826K
Appleton Partners Inc. 0.05% Reduce -3.8% 1,316 $825K
Gould Asset Management LLC 0.15% Reduce -3.6% 1,315 $825K
Kennebec Savings Bank 0.71% Add +1283.2% 1,314 $824K
Reyes Financial Architecture, Inc. 0.50% No change 1,314 $824K
Cordatus Wealth Management LLC 0.19% New 1,312 $823K
Intelligence Driven Advisers, LLC 0.12% Add +16.8% 1,309 $821K
Amara Financial, Llc. 0.57% Reduce -0.8% 1,309 $821K
Patrick M Sweeney & Associates, Inc. 0.51% Add +287.8% 1,307 $820K
Taylor & Morgan Wealth Management, LLC 0.46% Add +105.2% 1,307 $820K
Shira Ridge Wealth Management 0.33% Reduce -6.8% 1,306 $819K
Midwest Financial Group LLC 0.36% Add +4.1% 1,305 $818K
Lakeside Advisors, INC. 0.52% Add +52.6% 1,305 $818K
Manske Wealth Management 0.24% Add +13.5% 1,301 $816K
Colonial Trust Co / SC 0.11% Reduce -16.4% 1,300 $815K
Howard Capital Management Group, LLC 0.05% Add +0.1% 1,299 $815K
Ballast Financial Advisors LLC 0.84% — 1,296 $813K
GW&K Investment Management, LLC 0.01% Add +156.8% 1,294 $812K
Financial Advisory Corp 0.12% Reduce -2.2% 1,292 $810K
Lakeridge Wealth Management LLC 0.37% Add +0.4% 1,291 $809K
Emprise Bank 0.34% Add +0.2% 1,288 $808K
Teachers Insurance & Annuity Association of America 0.95% Add +23.9% 1,287 $807K
Concorde Asset Management, LLC 0.32% Add +7.0% 1,286 $806K
Cranbrook Wealth Management, LLC 0.16% Add +1.7% 1,285 $806K
United Financial Planning Group LLC 0.49% Reduce -60.5% 1,285 $806K
Firestone Capital Management 0.17% Add +0.3% 1,282 $804K
Hartford Financial Management Inc. 0.21% Add +0.6% 1,281 $803K
Evergreen Wealth Partners LLC 0.68% — 1,281 $803K
GDS Wealth Management 0.05% Add +11.5% 1,278 $801K
Beckerman Institutional, LLC 0.45% No change 1,277 $801K
Walsh & Associates, LLC 0.79% — 1,275 $800K
Central Bank & Trust Co. 0.12% Reduce -0.3% 1,267 $795K
Interactive Financial Advisors, Inc. 0.51% Reduce -10.1% 1,266 $794K
Hutchinson Capital Management 0.14% New 1,265 $793K
Pine Harbor Wealth Management, LLC 0.24% Add +17.4% 1,264 $793K
Legacy Bridge, LLC 0.32% No change 1,264 $793K
Ackerman Asset Management, LLC 0.53% No change 1,264 $793K
Cahaba Wealth Management, Inc. 0.06% Reduce -2.3% 1,262 $792K
Platt Wealth Management LLC 0.78% — 1,262 $791K
Miller Investment Management, LP 0.08% Reduce -50.3% 1,256 $788K
Berkshire Asset Management LLC 0.03% Reduce -9.8% 1,255 $787K
Santori & Peters, Inc. 0.27% Reduce -0.2% 1,254 $787K
First Bancorp, Inc 0.42% Reduce -6.7% 1,254 $786K
First National Bank of Mount Dora, Trust Investment Services 0.17% No change 1,252 $785K
Orion Capital Management LLC 0.26% Add +15.1% 1,251 $785K
Paragon Financial Partners, Inc. 0.48% Add +3.5% 1,251 $784K
Valley National Advisers Inc. 0.11% Reduce -1.1% 1,250 $784K
Spectrum Planning & Advisory Services Inc. 0.40% No change 1,248 $783K
Old Second National Bank of Aurora 0.16% Reduce -0.6% 1,243 $780K
Perennial Advisors, LLC 0.13% Reduce -33.5% 1,242 $779K
SC&H Financial Advisors, Inc. 0.12% Add +66.6% 1,241 $778K
Verity Asset Management, Inc. 0.33% Reduce -47.8% 1,241 $778K
Carter Financial, LLC 0.69% — 1,240 $778K
Squire Investment Management Company, LLC 0.24% Reduce -3.6% 1,240 $777K
Momentum Wealth Planning, LLC 0.62% No change 1,239 $777K
Foster & Motley Inc. 0.04% No change 1,236 $775K
Dominguez Wealth Management Solutions, Inc. 0.47% Add +14.2% 1,236 $775K
Tillman Hartley LLC 0.19% Reduce -3.0% 1,235 $775K
Hoge Financial Services, LLC 0.42% Add +4.3% 1,235 $774K
Hopwood Financial Services, Inc. 0.54% Add +5.1% 1,231 $772K
JNBA Financial Advisors 0.07% Add +6.0% 1,224 $768K
Pathway Financial Advisers, LLC 0.22% Add +2.3% 1,224 $767K
Studio Investment Management LLC 0.14% Add +33.3% 1,221 $766K
North Point Portfolio Managers Corp. 0.13% Add +1.3% 1,218 $764K
Shepherd Kaplan Krochuk, LLC 0.63% Reduce -12.4% 1,215 $762K
CGC Financial Services, LLC 0.20% Add +570.2% 1,213 $761K
Vantus Wealth LLC 0.56% — 1,205 $756K
Sprinkle Financial Consultants LLC 0.38% Add +5.5% 1,205 $755K
PCG Wealth Advisors, LLC 0.21% Add +0.8% 1,204 $755K
SlateStone Wealth, LLC 0.06% Reduce -0.8% 1,204 $755K
Integrated Wealth Management 0.85% — 1,203 $754K
Impact Capital Partners LLC 0.22% No change 1,202 $754K
Ironvine Capital Partners, LLC 0.08% No change 1,202 $754K
Inspire Advisors, LLC 0.07% Add +7.1% 1,201 $753K
Texas Bank & Trust Co 0.27% No change 1,200 $753K
Tower View Wealth Management LLC 0.37% Add +7.0% 1,199 $752K
Symphony Financial, Ltd. Co. 0.10% Add +86.3% 1,192 $750K
Goepper Burkhardt LLC 0.24% Add +127.6% 1,195 $749K
Mills Wealth Advisors LLC 0.30% Reduce -0.9% 1,193 $748K
Upper Left Wealth Management, LLC 0.46% Add +0.3% 1,192 $748K
Platform Wealth Management, LLC 0.20% — 1,187 $745K
Solidarity Wealth, LLC 0.15% Add +19.3% 1,186 $744K
Cerro Pacific Wealth Advisors LLC 0.20% Reduce -15.2% 1,185 $743K
Aerodigm Wealth, LLC 0.29% Add +3.6% 1,183 $742K
Vontobel Holding Ltd. 0.00% Reduce -16.4% 1,182 $741K
Leigh Baldwin & Co., LLC 0.49% No change 1,180 $740K
Darden Wealth Group Inc 0.36% Add +2.1% 1,177 $738K
Noesis Capital Mangement Corp. 0.11% Add +10.0% 1,177 $738K
Ares Financial Consulting, LLC 0.70% — 1,173 $736K
Dearborn Partners LLC 0.04% Reduce -14.5% 1,173 $736K
Northern Lights Advisors, Inc. 0.50% — 1,172 $735K
Buckhead Capital Management LLC 0.26% Add +75.3% 1,171 $734K
St Germain D J Co. Inc. 0.03% Add +24.3% 1,170 $734K
Brown Wealth Management, LLC 0.19% Add +10.1% 1,169 $733K
Strategy Asset Managers LLC 0.12% Reduce -1.1% 1,167 $732K
TCFG Wealth Management, LLC 0.29% Reduce -27.7% 1,165 $731K
SYM FINANCIAL Corp 0.07% Add +28.6% 1,163 $729K
Private Wealth Asset Management, LLC 0.08% No change 1,160 $727K
Summit Wealth Partners, LLC 0.13% Reduce -0.1% 1,159 $727K
Stewardship Advisors, LLC 0.17% Add +122.5% 1,155 $724K
Formidable Asset Management, LLC 0.11% Reduce -20.5% 1,181 $723K
Fulton Breakefield Broenniman LLC 0.05% Reduce -19.9% 1,150 $721K
Citrine Capital LLC 0.33% No change 1,146 $719K
Whalen Wealth Management Inc. 0.39% Add +1.2% 1,144 $717K
Hickory Point Bank & Trust 0.52% Reduce -0.4% 1,143 $717K
Essex LLC 0.13% Reduce -0.9% 1,140 $715K
Armor Investment Advisors, LLC 0.26% No change 1,139 $715K
Matisse Capital 0.32% Add +0.6% 1,138 $714K
Focused Alpha, LLC 0.21% — 1,138 $713K
Allegheny Financial Group 0.11% Add +1.8% 1,136 $713K
Greenberg Financial Group 0.29% — 1,136 $712K
Cornerstone Advisory, LLC 0.07% Add +1.6% 1,135 $712K
City Center Advisors, LLC 0.65% Add +0.3% 1,134 $711K
Altman Advisors, Inc. 0.27% No change 1,134 $711K
Meadowbrook Advisors Group, LLC 0.40% — 1,132 $710K
Trustco Bank Corp. N Y 0.64% No change 1,131 $709K
Insight Wealth Strategies, LLC 0.08% Add +1.8% 1,129 $708K
SmartHarvest Portfolios, LLC 0.25% — 1,128 $707K
jvl associates llc 0.23% Add +106.0% 1,125 $706K
Trust Co 0.07% Add +0.6% 1,123 $704K
RPg Family Wealth Advisory, LLC 0.15% Add +12.9% 1,120 $702K
Mascagni Wealth Management, Inc. 0.52% Reduce -8.7% 1,120 $702K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -3.2% 1,118 $701K
Penn Davis McFarland Inc. 0.07% No change 1,116 $700K
Payne Capital Management, LLC 0.22% Add +5.3% 1,115 $699K
NRI Wealth Management LC 0.36% Add +0.5% 1,112 $698K
B & T Capital Management DBA Alpha Capital Management 0.10% Add +1.2% 1,112 $697K
Shakespeare Wealth Management, LLC 0.15% Add +1.3% 1,111 $696K
Bar Harbor Wealth Management 0.04% Add +5.7% 1,110 $696K
Heartwood Wealth Advisors LLC 0.06% No change 1,109 $695K
AllGen Financial Advisors, Inc. 0.16% Add +0.1% 1,109 $695K
Kelsey Financial, LLC 0.60% — 1,108 $695K
Mountain Capital Investment Advisors Inc. 0.11% Reduce -7.5% 1,088 $693K
Mengis Capital Management, Inc. 0.12% No change 1,103 $692K
Plan A Wealth LLC 0.34% Add +4.0% 1,103 $692K
Advisors Preferred, LLC 0.11% Reduce -59.3% 1,100 $691K
Aviso Wealth Management 0.29% Add +7.8% 1,102 $691K
Valley Financial Group, Inc. 0.39% Reduce -55.4% 1,101 $690K
Bearing Point Capital, LLC 0.11% Add +0.1% 1,101 $690K
Campion Asset Management 0.48% No change 1,100 $690K
Luts & Greenleigh Group, Inc. 0.59% Add +4.8% 1,099 $689K
Oak Wealth Advisors LLC 0.40% Reduce -20.0% 1,099 $689K
Elk River Wealth Management LLC 0.11% No change 1,099 $689K
Guided Capital Wealth Management, LLC 0.48% Reduce -2.3% 1,098 $689K
Legacy Wealth Asset Management, LLC 0.17% Add +3.1% 1,096 $688K
Integris Wealth Management, LLC 0.16% Add +5.2% 1,096 $687K
TOWER TRUST & INVESTMENT Co 0.43% No change 1,096 $687K
Mason & Associates Inc 0.13% Add +35.1% 1,094 $686K
Regent Peak Wealth Advisors LLC 0.14% Reduce -5.8% 1,094 $686K
Haven Private, LLC 0.30% No change 1,091 $684K
Pacific Financial Group Inc. 0.38% Add +121.3% 1,089 $683K
USA Financial Formulas 0.12% New 1,088 $682K
Palisades Hudson Asset Management, L.P. 0.26% Reduce -12.8% 1,085 $681K
Harbor Group, Inc. 0.10% Add +0.5% 1,080 $677K
First Citizens Financial Corp 0.33% No change 1,080 $677K
Telos Capital Management, Inc. 0.06% Add +21.8% 1,080 $677K
Capital Investment Services of America, Inc. 0.06% Add +10.6% 1,079 $677K
Signature Resources Capital Management, LLC 0.34% Add +0.3% 1,078 $676K
FinDec Wealth Services, Inc. 0.72% Add +33.2% 1,076 $675K
Mars Jewett Financial Group, Inc. 0.20% — 1,059 $674K
Abacus Wealth Partners, LLC 0.07% Add +21.4% 1,071 $672K
Ames National Corp. 0.39% Add +2.4% 1,070 $671K
Foundry Financial LLC 0.35% — 1,064 $667K
ETF Store, Inc. 0.68% Add +22.0% 1,063 $666K
RCW Management, LLC 0.67% — 1,062 $666K
Octavia Wealth Advisors, LLC 0.06% Reduce -10.4% 1,060 $665K
Main Management LLC 0.05% No change 1,059 $664K
Kropog Financial Group, LLC 0.51% Add +0.6% 1,058 $664K
Schulz Wealth, LTD. 0.42% New 1,057 $663K
Tarbox Family Office, Inc. 0.11% Reduce -13.5% 1,051 $659K
NFSG Corp 0.10% Reduce -8.1% 1,050 $659K
White Pine Capital LLC 0.18% No change 1,050 $658K
Rothschild Capital Partners, LLC 0.16% Reduce -21.7% 1,047 $657K
Moseley Investment Management Inc. 0.20% Add +25.5% 1,042 $654K
Ullmann Wealth Partners Group, LLC 0.07% New 1,042 $653K
Cary Street Partners Investment Advisory LLC 0.18% Add +0.8% 1,040 $652K
Plus Group Wealth Advisors LLC 0.72% — 1,039 $652K
Missouri Trust & Investment Co 0.19% Reduce -0.5% 1,039 $652K
Borer Denton & Associates, Inc. 0.22% Add +28.0% 1,038 $651K
Insight 2811, Inc. 0.29% Add +17.8% 1,038 $651K
Sterling Investment Advisors, Ltd. 0.12% Add +0.5% 1,033 $648K
Centerpoint Advisory Group 0.50% Add +0.2% 1,032 $647K
Sherrill & Hutchins Financial Advisory, Inc 0.46% Reduce -0.1% 1,032 $647K
Stonehearth Capital Management, LLC 0.24% Add +0.4% 1,031 $646K
Mountain Pacific Investment Advisers LLC 0.10% No change 1,030 $646K
Stone Summit Wealth LLC 0.17% Add +1.3% 1,028 $645K
Beacon Financial Planning, Inc. 0.31% Reduce -2.8% 1,027 $644K
Halbert Hargrove Global Advisors, LLC 0.03% Reduce -0.2% 1,026 $644K
Lountzis Asset Management, LLC 0.23% Reduce -0.2% 1,024 $642K
McLean Asset Management Corp 0.12% Reduce -29.3% 1,011 $642K
Navalign, LLC 0.16% Add +0.1% 1,021 $640K
McHugh Group, LLC 0.37% No change 1,017 $638K
Lockerman Financial Group, Inc. 1.22% Add +0.3% 1,017 $637K
Financial Gravity Asset Management, Inc. 0.12% Add +127.8% 1,016 $637K
Tevis Investment Management 0.38% No change 1,033 $634K
Rhodes Investment Advisors Inc. 0.51% — 1,011 $634K
Millennium Management 0.00% Reduce -50.3% 1,011 $634K
Frazier Financial Advisors, LLC 0.37% Reduce -7.6% 1,009 $633K
Richmond Investment Services, LLC 0.11% Add +28.6% 1,008 $632K
Sterling Investment Counsel, LLC 0.18% Add +125.5% 1,098 $632K
Bestgate Wealth Advisors, LLC 1.10% Add +5.7% 1,002 $629K
Kellett Wealth Advisors, LLC 0.36% Add +44.4% 1,002 $628K
PFG Private Wealth Management, LLC 0.27% Reduce -81.0% 1,001 $628K
Eldridge Investment Advisors, Inc. 0.14% Add +8.1% 1,001 $627K
Mattern Wealth Management LLC 0.12% Reduce -0.5% 1,000 $627K
Lodestone Wealth Management LLC 0.26% Reduce -5.8% 999 $627K
Clark Wealth Partners 0.38% No change 999 $627K
Colton Groome Financial Advisors, LLC 0.18% Add +0.5% 996 $625K
Asset Advisory Group, Inc. 0.31% — 993 $623K
Trivant Custom Portfolio Group, LLC 0.36% Reduce -20.6% 992 $622K
Runnymede Capital Advisors, Inc. 0.36% New 992 $622K
Ledyard National Bank 0.05% Reduce -4.6% 992 $622K
AA Financial Advisors, LLC 0.11% Add +14.0% 992 $622K
E-Wealth Partners, LLC 0.52% — 991 $621K
Exchange Bank 0.43% Add +2.7% 990 $621K
Northcape Wealth Management, LLC 0.18% No change 990 $621K
Shulman DeMeo Asset Management LLC 0.14% Add +0.4% 986 $618K
Howard Financial Services, LTD. 0.07% Reduce -1.5% 984 $617K
USAdvisors Wealth Management, LLC 0.20% Reduce -5.6% 980 $614K
Private Capital Management, LLC 0.06% Reduce -2.8% 979 $614K
LifeSteps Financial, Inc. 0.39% No change 969 $608K
Poehling Capital Management, INC. 0.12% No change 969 $608K
Essential Planning, LLC. 0.19% Reduce -8.1% 967 $606K
Providence Capital Advisors, LLC 0.10% Add +0.1% 966 $606K
Whelan Financial 0.19% Reduce -7.2% 966 $606K
Manchester Financial Inc. 0.11% Add +1.1% 966 $606K
IF Advisors, LLC 0.49% — 965 $605K
Delta Asset Management LLC 0.05% Add +2.1% 964 $605K
ROI Financial Advisors, LLC 0.35% Add +0.1% 964 $604K
Coordinated Financial Services, Inc. 0.35% Add +27.0% 963 $604K
Lighthouse Financial LLC 0.39% No change 962 $603K
Lazari Capital Management, Inc. 0.20% Add +19.9% 959 $601K
Davidson Trust Co. 0.25% No change 957 $600K
Sfam, LLC 0.55% — 956 $600K
MidAtlantic Capital Management, Inc. 0.38% Reduce -4.4% 955 $599K
Van Den Berg Management I, Inc. 0.14% Reduce -1.4% 953 $598K
Strait & Sound Wealth Management LLC 0.22% Add +5.0% 952 $597K
United Asset Strategies, Inc. 0.05% Add +70.4% 949 $595K
FFT Wealth Management LLC 0.11% Add +0.4% 944 $592K
Elgethun Capital Management 0.10% No change 943 $592K
Brown, Lisle/Cummings, Inc. 0.15% Reduce -3.7% 943 $591K
Ascentis Wealth Management, LLC 0.15% Add +6.0% 941 $591K
Philip James Wealth Mangement, LLC 0.07% No change 940 $590K
SpringVest Wealth Management LLC 0.41% Add +9.7% 937 $588K
Keystone Financial Services 0.18% No change 936 $587K
PMG Family Office LLC 0.68% No change 935 $586K
NCM Capital Management, LLC 0.22% No change 933 $585K
Dagco, Inc. 0.13% Add +11.5% 928 $582K
Pillar Financial Advisors, LLC 0.35% No change 928 $582K
Alta Wealth Advisors LLC 0.19% Add +18.7% 927 $581K
Mosley Wealth Management 0.27% — 938 $581K
American Institute for Advanced Investment Management, LLP 0.37% No change 923 $579K
TCTC Holdings, LLC 0.02% Reduce -20.6% 923 $579K
3EDGE Asset Management, LP 0.03% Reduce -3.3% 923 $579K
Columbia River Financial Group, LLC 0.35% No change 918 $576K
Hazlett, Burt & Watson, Inc. 0.18% Add +0.2% 916 $576K
William Howard & Co Financial Advisors Inc 0.48% Reduce -0.9% 917 $575K
Burford Brothers, Inc. 0.24% Add +1.4% 916 $575K
Tme Financial, Inc. 0.40% Add +2.8% 915 $574K
Clarion Wealth Managment Partners, LLC 0.53% Add +5.3% 912 $572K
tru Independence LLC 0.14% No change 911 $571K
Prudent Investors Network, Inc. 0.13% New 911 $571K
SFI Advisors, LLC 0.37% New 911 $571K
Summit Investment Advisory Services, LLC 0.22% Reduce -4.4% 910 $571K
Steigerwald, Gordon & Koch Inc. 0.06% Add +16.4% 909 $570K
Burns Matteson Capital Management, LLC 0.23% Reduce -4.7% 909 $570K
BNB Wealth Management, LLC 0.37% — 909 $570K
Rosenblum Silverman Sutton S F Inc. 0.13% Reduce -3.9% 907 $569K
Addison Capital Co 0.14% Reduce -2.4% 904 $567K
Zinnia Wealth Advisory, LLC 0.61% — 902 $566K
Nicholas Wealth, LLC. 0.38% New 902 $566K
WealthPLAN Partners, LLC 0.08% Reduce -50.0% 902 $565K
Potentia Wealth 0.21% Reduce -0.6% 901 $565K
Wellington Grp LLC 0.19% — 900 $565K
San Luis Wealth Advisors LLC 0.09% Add +6.2% 898 $563K
Town Capital LLC 0.46% — 897 $563K
American Capital Advisory, LLC 0.24% Reduce -18.4% 897 $562K
Wealthedge Investment Advisors, LLC 0.21% Add +0.3% 894 $561K
Colonial River Investments, LLC 0.20% Add +6.4% 893 $560K
MPWM Advisory Solutions, LLC 0.31% No change 892 $560K
Team Hewins, LLC 0.18% Add +106.5% 892 $559K
Robinswood Financial LLC 0.18% Add +26.6% 891 $559K
Kraft, Davis & Associates, LLC 0.13% Add +7.9% 875 $558K
Wayfinding Financial, LLC 0.24% No change 890 $558K
Herold Advisors, Inc. 0.12% Reduce -6.6% 887 $556K
Elevation Wealth Management LLC 0.53% — 886 $556K
Stiles Financial Services Inc 0.17% No change 883 $554K
Thompson David Blair 0.32% — 882 $553K
DKM Wealth Management, Inc. 0.41% No change 881 $553K
Winter & Associates, Inc. 0.51% — 872 $547K
Claret Asset Management Corp 0.06% Reduce -1.6% 870 $546K
SJS Investment Consulting Inc. 0.07% Add +152.6% 869 $545K
Taylor Financial Group, Inc. 0.32% No change 867 $544K
Trinity Legacy Partners, LLC 0.12% Add +0.2% 865 $543K
Gallagher Capital Advisors, LLC 0.35% Add +135.3% 859 $542K
Horizons Wealth Management 0.36% Reduce -7.4% 862 $541K
Lee Danner & Bass Inc. 0.04% Add +22.3% 862 $541K
Meritage Portfolio Management 0.04% Reduce -3.6% 862 $541K
Ellsworth Advisors, LLC 0.11% Add +6.5% 846 $538K
Manhattan West Asset Management, LLC 0.11% Reduce -3.6% 855 $537K
Marietta Investment Partners LLC 0.11% Add +24.8% 855 $536K
Oak Barrel Wealth Advisory LLC 0.32% — 852 $535K
Mason Investment Advisory Services, Inc. 0.03% Reduce -0.8% 851 $534K
Emissary Wealth LLC 0.45% — 851 $534K
AAF Wealth Management, LLC 0.22% Reduce -4.2% 850 $533K
Total Investment Management Inc. 0.07% Reduce -44.5% 850 $533K
Define Financial, LLC 0.30% Add +7.2% 845 $530K
Mma Asset Management LLC 0.19% Reduce -24.4% 843 $529K
GFG Capital, LLC 0.19% No change 841 $528K
Keener Financial Planning LLC 0.23% Add +185.7% 840 $526K
Convergence Financial, LLC 0.08% Add +8.2% 836 $524K
Glassy Mountain Advisors, Inc. 0.16% No change 834 $523K
Constant Guidance Financial LLC 0.37% New 3,644 $523K
Empirical Asset Management, LLC 0.15% Add +0.7% 9,325 $523K
LCNB Corp. 0.17% Reduce -51.1% 833 $522K
Colony Family Offices, LLC 0.13% No change 833 $522K
Mirador Capital Partners LP 0.07% Add +30.6% 832 $522K
Legacy Financial Advisors, Inc. 0.07% Reduce -0.8% 832 $522K
Tounjian Advisory Partners, LLC 0.18% New 830 $521K
Signet Investment Advisory Group, Inc. 0.24% No change 830 $521K
Hurlow Wealth Management Group, Inc. 0.13% Add +1.5% 830 $520K
JGP Wealth Management, LLC 0.05% Add +31.6% 829 $520K
ODonnell Financial Services, LLC 0.18% Reduce -5.6% 827 $519K
Caldwell Sutter Capital, Inc. 0.22% Reduce -13.5% 826 $518K
New Insight Wealth Advisors 0.18% Add +21.2% 823 $516K
Straight Path Wealth Management 0.14% New 821 $515K
North Berkeley Wealth Management, LLC 0.30% Add +9.2% 820 $515K
Oxinas Partners, LLC 0.25% Add +68.0% 820 $514K
STAR Financial Bank 0.26% Reduce -18.2% 820 $514K
MPS Loria Financial Planners, LLC 0.13% Add +0.5% 819 $514K
Aspen Capital Management, LLC 0.13% No change 819 $514K
Van Diest Capital, LLC 0.77% — 819 $513K
Custos Family Office, LLC 0.35% New 818 $513K
Bayban 0.45% — 818 $513K
GuidedMoney, LLC 0.27% — 814 $510K
SWAN Capital LLC 0.20% No change 812 $509K
River Street Advisors LLC 0.19% No change 812 $509K
Quantum Financial Planning Services, Inc. 0.18% Reduce -0.6% 808 $506K
Verde Capital Management 0.11% Add +11.5% 806 $506K
Bulwark Capital Corp 0.36% No change 806 $505K
Elite Life Management LLC 0.82% New 795 $505K
WFA of San Diego, LLC 0.37% Reduce -1.8% 804 $504K
Strategic Financial Concepts, LLC 0.46% Reduce -46.2% 802 $503K
Outbound Financial Inc 0.39% Reduce -17.7% 802 $503K
Hudson Value Partners, LLC 0.15% No change 796 $502K
Antonelli Financial Advisors, LLC 0.33% Add +0.4% 800 $502K
Strid Group, LLC 0.06% New 799 $501K
Advantage Trust Co 0.23% Add +0.4% 799 $501K
46 Peaks LLC 0.37% — 799 $501K
Alliance Wealth Advisors, LLC 0.24% No change 798 $500K
Balanced Wealth Group LLC 0.18% Add +3.7% 814 $500K
Willis Investment Counsel 0.03% Add +3.9% 797 $500K
Altfest L J & Co. Inc. 0.05% Add +41.6% 796 $499K
Cypress Financial Planning LLC 0.14% Reduce -7.2% 789 $499K
Spinnaker Investment Group, LLC 0.09% Reduce -8.9% 794 $498K
Jamison Private Wealth Management, Inc. 0.06% Reduce -1.6% 793 $498K
Amplius Wealth Advisors, LLC 0.04% Reduce -2.7% 792 $497K
Tepp RIA, LLC 0.49% No change 791 $496K
KTF Investments, LLC 0.08% — 791 $496K
Seneschal Advisors, LLC 0.36% Add +24.0% 790 $495K
Juno Financial Group LLC 0.20% — 787 $494K
Prestige Wealth Management Group LLC 0.09% Reduce -3.1% 783 $491K
Curtis Advisory Group, LLC 0.10% Reduce -6.8% 782 $491K
Veracity Capital LLC 0.15% Add +3.9% 782 $491K
Nelson Capital Management, LLC 0.06% Reduce -9.3% 782 $490K
Carret Asset Management, LLC 0.05% Add +15.7% 780 $489K
Clayton Financial Group LLC 0.25% Add +174.9% 778 $488K
Presidio Capital Management, LLC 0.15% Add +52.0% 777 $487K
Rollins Financial Advisors, LLC 0.07% No change 775 $486K
truNorth Financial Services, Inc. 0.53% — 773 $485K
Seros Financial, LLC 0.28% Add +5.0% 773 $485K
Westwind Capital 0.10% New 771 $484K
Interchange Capital Partners, LLC 0.09% No change 769 $482K
Drake & Associates, LLC 0.10% Add +18.7% 769 $482K
Kure Advisory, LLC 0.27% Add +2.7% 766 $481K
Woodward Diversified Capital, LLC 0.22% Add +3.4% 766 $481K
Stage Harbor Financial, LLC 0.32% Reduce -46.1% 766 $480K
Shepherd Street Advisors LLC 0.46% — 766 $480K
Oasis Advisors, LLC 0.25% — 763 $479K
Sentry Investment Management LLC 0.31% New 761 $477K
Avalon Capital Management 0.11% No change 761 $477K
Compass Capital Corp. /Ma/ 0.18% New 749 $477K
Schmidt P J Investment Management Inc. 0.08% No change 759 $476K
McDonough Capital Management, Inc 0.23% Add +48.8% 759 $476K
WESPAC Advisors SoCal, LLC 0.10% New 759 $476K
Commons Capital, LLC 0.33% Reduce -84.2% 756 $474K
Mustico Financial Group, Inc. 0.37% No change 743 $474K
Joseph Group Capital Management 0.12% Add +215.9% 755 $473K
Palacios Wealth Management, LLC 0.36% Reduce -50.9% 755 $473K
Geneva Partners, LLC 0.17% New 755 $473K
Suncoast Equity Management 0.05% Add +3.7% 755 $473K
TrueWealth Advisors, LLC 0.12% Add +0.1% 754 $473K
Investment Research Partners LLC 0.20% No change 753 $472K
Catalyst Financial Partners LLC 0.05% Reduce -27.3% 753 $472K
Callahan Advisors, LLC 0.04% Add +0.3% 752 $471K
Murphy & Mullick Capital Management Corp 0.34% Add +286.1% 749 $470K
DRW Securities, LLC 0.04% Reduce -28.8% 749 $470K
Burrus Financial Services, Inc. 0.27% New 1,818 $469K
Archford Capital Strategies, LLC 0.05% No change 746 $468K
Next Level Private LLC 0.12% Reduce -2.0% 745 $467K
Gables Capital Management Inc. 0.20% No change 740 $464K
Investors Research Corp 0.08% Add +16.6% 739 $463K
West Wealth Group, LLC 0.10% Reduce -10.8% 738 $463K
True Link Financial Advisors, LLC 0.03% Add +13.5% 738 $463K
Grandview Asset Management LLC 0.13% Reduce -53.4% 737 $462K
Uptown Financial Advisors LLC 0.39% No change 734 $460K
Essential Investment Partners LLC 0.43% — 733 $460K
Shepherd Financial Partners LLC 0.04% No change 731 $458K
Mayfair Advisory Group, LLC 0.18% Add +1.0% 728 $457K
Element Wealth, LLC 0.19% New 729 $457K
17 Capital Partners, LLC 0.24% Add +10.0% 728 $457K
McRae Capital Management Inc. 0.09% Reduce -53.1% 728 $457K
PMG Wealth Management, Inc. 0.33% Add +39.4% 726 $455K
Northwest Wealth Advisors, LLC 0.35% — 725 $455K
Vawter Financial, Ltd. 0.19% No change 725 $454K
Cyr Financial Inc. 0.28% Add +0.1% 724 $454K
Bellevue Asset Management, LLC 0.15% Add +32.0% 722 $453K
Kwmg, LLC 0.04% New 718 $450K
Invested Advisors 0.47% Reduce -7.7% 718 $450K
Three Magnolias Financial Advisors, LLC 0.28% Reduce -12.2% 718 $450K
Ballew Advisors, Inc 0.25% Add +0.3% 704 $449K
Boyum Wealth Architects LLC 0.21% No change 707 $448K
Pines Wealth Management, LLC 0.14% Reduce -1.0% 715 $448K
Provident Living Financial Services, Inc. 0.44% — 715 $448K
City Holding Co. 0.06% No change 714 $448K
TopTier Wealth Management, LLC 0.30% — 713 $447K
Riverview Capital Advisers, LLC 0.14% Add +4.5% 712 $447K
Marino, Stram & Associates LLC 0.08% Reduce -8.4% 712 $446K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.42% — 711 $446K
Hunter Associates Investment Management LLC 0.06% Add +80.2% 710 $446K
Novus Advisors, LLC 1.00% Reduce -1.1% 711 $446K
Spectrum Financial Alliance Ltd LLC 0.09% Add +87.6% 711 $446K
Paragon Advisors, LLC 0.12% Add +3.2% 710 $445K
Cadence Wealth Management LLC 0.21% Reduce -3.8% 710 $445K
Iron Gate Global Advisors LLC 0.05% Add +4.6% 709 $445K
MFA Wealth Services 0.30% Reduce -0.1% 709 $445K
Pacific Excel Wealth Advisors, Inc. 0.84% — 706 $443K
Advisor Resource Council 0.16% New 692 $443K
Encompass More Asset Management 0.08% Reduce -5.2% 705 $442K
Colorado Capital Management, Inc. 0.17% Add +21.3% 705 $442K
Newport Capital Group, LLC 0.27% Add +0.3% 701 $442K
Shared Vision Wealth Group LLC 0.18% No change 693 $442K
Beacon Bank & Trust 0.09% No change 704 $441K
Oak Family Advisors, LLC 0.14% Reduce -0.3% 703 $441K
ProVise Management Group, LLC 0.03% Reduce -2.6% 703 $441K
Sloy Dahl & Holst, LLC 0.05% Reduce -5.8% 702 $440K
Financial Life Planners 0.32% Add +0.4% 700 $439K
Samalin Investment Counsel, LLC 0.16% Add +2.6% 699 $438K
Lauterbach Financial Advisors, LLC 0.21% Add +0.1% 699 $438K
Patten Group, Inc. 0.08% No change 698 $438K
Guardian Wealth Advisors, LLC 0.25% Add +0.4% 697 $437K
Mullooly Asset Management, Inc. 0.16% Reduce -22.1% 696 $437K
Osborne Partners Capital Management, LLC 0.02% Reduce -16.4% 696 $436K
Nautilus Advisors LLC 0.28% Add +0.1% 694 $435K
Covenant Asset Management, LLC 0.08% Add +15.3% 694 $435K
Evensky & Katz LLC 0.02% Add +43.6% 692 $434K
Inlet Private Wealth, LLC 0.10% No change 692 $434K
Pinkerton Wealth, LLC 0.04% Reduce -50.9% 691 $433K
Merkkuri Wealth Advisors LLC 0.29% Add +2.2% 691 $433K
Kingstone Capital Partners Texas, LLC 0.25% Add +0.6% 690 $433K
Bright Financial Advisors, Inc. 0.20% Reduce -2.3% 688 $431K
KKM Financial LLC 0.08% Add +52.3% 687 $431K
Financial Plan, Inc. 0.05% — 686 $430K
Kagan Cocozza Asset Management 0.31% New 685 $430K
First Commonwealth Financial Corp 0.07% Reduce -28.3% 685 $430K
RFG - Bristol Wealth Advisors, LLC 0.12% Add +0.3% 685 $430K
Allen Capital Group, LLC 0.04% Reduce -15.2% 684 $429K
BankPlus Trust Department 0.11% Add +68.8% 682 $428K
Ashford Advisors, LLC 0.09% No change 682 $428K
Graham Capital Wealth Management, LLC 0.39% Add +4.0% 680 $426K
Legacy Financial Group, Inc. 0.11% Add +23.0% 679 $426K
Kimelman & Baird, LLC 0.03% No change 679 $426K
Wrenne Financial Planning LLC 0.17% Reduce -4.5% 678 $425K
Granite Bay Wealth Management, LLC 0.10% Add +3.2% 677 $425K
Transcendent Capital Group LLC 0.19% Add +19.2% 676 $424K
Successful Portfolios LLC 0.22% Add +10.5% 662 $423K
Kelleher Financial Advisors 0.10% New 674 $423K
Capstone Wealth Management, Inc. 0.37% — 673 $422K
Tandem Capital Management Corp. 0.19% No change 673 $422K
Hobbs Group Advisors, LLC 0.13% Add +22.7% 671 $421K
Parkshore Wealth Management, Inc. 0.16% Add +0.3% 669 $420K
MilWealth Group LLC 0.10% No change 667 $418K
Security National Bank of So Dak 0.21% Add +56.5% 665 $417K
Tobias Financial Advisors, Inc. 0.06% Add +12.1% 665 $417K
ASL Financial, LLC 0.33% — 664 $416K
Demars Financial Group, LLC 0.14% New 664 $416K
Pioneer Wealth Management Group 0.13% Add +4.7% 664 $416K
Guardian Partners Inc. 0.03% Add +17.0% 661 $416K
Strategic Financial Planning, Inc. 0.24% Reduce -5.4% 662 $415K
Andina Capital Management, LLC 0.25% New 661 $415K
Ellenbecker Investment Group 0.06% Add +80.5% 659 $414K
Ruggiero Investments, Inc. 0.37% — 658 $413K
Elmwood Wealth Management, Inc. 0.13% New 657 $412K
Cornerstone Wealth Advisors, Inc. 0.10% Reduce -0.1% 657 $412K
Riverbend Wealth Management, LLC 0.26% Add +4.0% 657 $412K
Northbridge Financial Group, LLC 0.18% — 656 $412K
Greenup Street Wealth Management LLC 0.06% Add +71.3% 656 $411K
Bellwether Advisors, LLC 0.07% Reduce -4.8% 656 $411K
Shelton Capital Management 0.01% New 656 $411K
Nalls Sherbakoff Group, LLC 0.30% Reduce -2.5% 655 $411K
Brian Low Financial Group, LLC 0.29% Add +3.0% 655 $411K
Essential Partners LLC 0.13% No change 654 $410K
Cim, LLC 0.05% No change 653 $410K
Warburton Capital Management, LLC 0.23% Add +2.2% 652 $409K
High Note Wealth, LLC 0.08% No change 650 $408K
Bigelow Investment Advisors, LLC 0.16% No change 649 $407K
Parvin Asset Management, LLC 0.33% No change 647 $406K
Kilter Group LLC 0.18% Add +3.7% 646 $405K
MOR Wealth Management, LLC 0.18% — 645 $404K
Robbins Farley 0.18% Reduce -1.8% 642 $403K
Klein Pavlis & Peasley Financial, Inc. 0.24% Add +1.6% 642 $403K
Chaney Capital Management, Inc. 0.14% No change 641 $402K
Butensky & Cohen Financial Security, Inc. 0.11% Reduce -5.2% 639 $401K
Lincoln Capital LLC 0.07% Reduce -3.8% 639 $401K
Canandaigua National Trust Co of Florida 0.25% Add +39.5% 639 $401K
Argentarii, LLC 0.13% New 638 $400K
Hennion & Walsh Asset Management, Inc. 0.01% Add +27.4% 638 $400K
Liberty Atlantic Advisors LLC 0.39% — 638 $400K
one8zero8, LLC 0.09% No change 637 $399K
Pinnacle Financial Group, LLC / IL 0.12% Reduce -29.4% 635 $399K
Avant Capital LLC 0.27% Add +46.6% 635 $398K
Avid Wealth Partners LLC 0.19% Reduce -34.8% 634 $398K
Capital Counsel LLC 0.02% Add +32.4% 633 $397K
Wall Capital Group, Inc. 0.38% — 632 $396K
Ayrshire Capital Management LLC 0.18% No change 631 $396K
Lafayette Investments, Inc. 0.07% No change 630 $395K
Gilman Hill Asset Management, LLC 0.06% Reduce -16.9% 630 $395K
Palatine Hill Wealth Management, LLC 0.32% — 629 $394K
Paragon Capital Management Ltd 0.08% No change 628 $394K
Legacy Capital Group California, Inc. 0.10% No change 627 $394K
Fagan Associates, Inc. 0.05% Reduce -17.6% 626 $393K
Buska Wealth Management, LLC 0.14% Reduce -26.7% 625 $392K
James J. Burns & Company, LLC 0.05% Add +1.1% 624 $391K
Benedict Financial Advisors Inc. 0.08% New 623 $391K
IronBridge Private Wealth, LLC 0.12% No change 621 $389K
KRS Capital Management, LLC 0.22% No change 618 $388K
Nestegg Advisors, Inc. 0.33% Reduce -3.7% 619 $388K
Harbour Wealth Management Group, Inc. 0.30% — 618 $387K
M1 Capital Management LLC 0.16% Reduce -1.0% 617 $387K
Roof Eidam Maycock Peralta, LLC 0.09% Add +14.3% 617 $387K
High Point Wealth Management, LLC 0.37% — 616 $386K
Elite Wealth Management, Inc. 0.10% Reduce -89.3% 614 $385K
Hibernia Wealth Partners, LLC 0.12% New 610 $383K
Sound Stewardship, LLC 0.18% Add +0.2% 611 $383K
Cutler Investment Counsel LLC 0.04% Add +12.6% 610 $382K
Measured Wealth Private Client Group, LLC 0.10% Add +26.4% 609 $382K
Prentice Wealth Management LLC 0.09% No change 609 $382K
Sunrise Financial Services, LLC 0.29% — 608 $381K
Nabity-Jensen Investment Management Inc 0.26% Reduce -13.6% 608 $381K
Ballast, Inc. 0.09% Add +39.9% 607 $381K
Rosenberg Matthew Hamilton 0.08% No change 607 $381K
Seaside Wealth Management, Inc. 0.11% No change 607 $381K
Willner & Heller, LLC 0.27% Reduce -2.4% 605 $380K
Winebrenner Capital Management LLC 0.25% Add +5.2% 605 $379K
Fourth Dimension Wealth, LLC 0.14% Add +14.2% 605 $379K
Bond & Devick Financial Network, Inc. 0.11% Add +0.8% 604 $379K
Financially in Tune, LLC 0.35% — 603 $378K
Aspiring Ventures, LLC 0.14% Add +16.0% 602 $377K
Hobart Private Capital, LLC 0.07% Add +51.0% 601 $377K
Dodge & Cox 0.00% Reduce -7.7% 600 $376K
PeakShares LLC 0.37% — 600 $376K
Benin Management CORP 0.08% No change 600 $376K
Pursuit Wealth Management LLC 0.32% — 598 $375K
Moran Wealth Management, LLC 0.01% Add +5.3% 597 $374K
Mycio Wealth Partners, LLC 0.08% Add +0.7% 597 $374K
Resurgent Financial Advisors LLC 0.19% Add +56.8% 596 $374K
KMG Fiduciary Partners, LLC 0.03% Reduce -30.5% 595 $373K
Blume Capital Management, Inc. 0.07% No change 595 $373K
Two West Capital Advisors LLC 0.22% Reduce -0.2% 593 $372K
Ransom Advisory, Ltd 0.15% New 593 $372K
Owen LaRue, LLC 0.14% Add +3.5% 593 $372K
Tucker Asset Management LLC 0.11% Add +52.2% 592 $371K
Grant Private Wealth Management Inc 0.22% No change 592 $371K
Laraway Financial Advisors Inc 0.24% Add +15.9% 591 $371K
Copley Financial Group, Inc. 0.23% Reduce -5.3% 590 $370K
Winch Advisory Services, LLC 0.08% Add +6.3% 590 $370K
Silver Oak Wealth Advisors Services, LLC 0.24% Add +1.4% 590 $370K
Foronjy Financial LLC 0.15% Add +1.2% 589 $370K
Lunt Capital Management, Inc. 0.14% Reduce -3.8% 589 $369K
Cornerstone Enterprises, LLC 0.18% No change 586 $369K
LWM Advisory Services, LLC 0.22% No change 587 $368K
BDFS Capital LLC 0.19% — 587 $368K
Gen-Wealth Partners Inc 0.12% No change 586 $368K
Trexquant Investment LP 0.00% Add +69.9% 586 $367K
Schnieders Capital Management, Llc. 0.06% Add +3.2% 585 $367K
Leading Edge Financial Planning LLC 0.08% Add +1.0% 584 $366K
Investment Partners Asset Management, Inc. 0.23% Reduce -1.2% 581 $364K
LVM Capital Management Ltd. 0.03% No change 578 $362K
OMNI 360 Wealth, Inc. 0.19% Add +0.5% 570 $362K
M. Kulyk & Associates, LLC 0.07% Add +0.5% 577 $362K
Opal Wealth Advisors, LLC 0.09% Add +7.5% 576 $361K
Westchester Capital Management, Inc. 0.07% No change 576 $361K
Connors Investor Services Inc. 0.03% No change 572 $359K
Adell Harriman & Carpenter Inc. 0.02% Reduce -21.1% 572 $359K
Aurdan Capital Management, LLC 0.11% Add +10.2% 572 $359K
Rubicon Advisors, GP 0.34% — 570 $358K
Chatterton & Associates Inc. 0.31% — 570 $357K
Forefront Wealth Management Inc. 0.26% No change 570 $357K
DDD Partners, LLC 0.02% Add +31.1% 569 $357K
Northside Capital Management, LLC 0.03% Add +38.1% 569 $357K
Peck Wealth Management, LLC 0.34% No change 569 $357K
CVFG LLC 0.24% Reduce -30.0% 568 $356K
Virtus Family Office LLC 0.31% Reduce -24.7% 568 $356K
Harvest Investment Services, LLC 0.07% Add +42.1% 567 $356K
Conservest Capital Advisors, Inc. 0.03% No change 566 $355K
VeraBank, N.A. 0.06% Add +65.9% 564 $354K
Prodigy Asset Management LLC 0.12% Add +11.5% 564 $354K
Cascade Wealth Advisors, Inc 0.16% Add +16.2% 552 $353K
Clear Harbor Asset Management, LLC 0.02% Add +3.1% 563 $353K
Cypress Capital, LLC 0.10% Add +0.9% 563 $353K
Piscataqua Savings Bank 0.25% No change 562 $352K
SPWM Advisors LLC 0.34% — 559 $351K
Knights of Columbus Asset Advisors LLC 0.02% No change 558 $350K
Master's Wealth Management Inc. 0.13% Reduce -34.4% 557 $350K
Swisher Financial Concepts, Inc. 0.20% Reduce -2.8% 557 $349K
Hager Investment Management Services, LLC 0.19% No change 556 $349K
RDA Financial Network 0.08% Reduce -15.4% 556 $349K
Forty-three Eighteen Advisors, LLC 0.27% — 556 $348K
Seelaus Asset Management LLC 0.28% No change 555 $348K
Accordant Advisory Group Inc 0.24% No change 555 $348K
Sweeney & Michel, LLC 0.10% Add +0.4% 547 $348K
HBE Wealth Management, LLC 0.33% — 554 $347K
Rockport Wealth LLC 0.07% Add +0.2% 554 $347K
Thayer Financial, L.L.C. 0.37% — 553 $347K
L. Roy Papp & Associates, LLP 0.04% Reduce -1.4% 553 $347K
Stevens Capital Partners 0.09% Reduce -30.5% 552 $346K
Monarch Capital Management Inc. 0.08% Reduce -48.6% 551 $346K
Darwin Wealth Management, LLC 0.11% Reduce -0.4% 550 $346K
Higgins & Schmidt Wealth Strategies LLC 0.16% Add +6.0% 550 $345K
State of Wisconsin Investment Board 0.00% New 550 $345K
Redmond Asset Management, LLC 0.09% Reduce -1.8% 549 $344K
Estate Planners Group, LLC 0.15% — 549 $344K
Walker Financial Services, Inc. 0.12% Reduce -3.2% 547 $343K
Bay Capital Advisors, LLC 0.21% Add +12.3% 547 $343K
CBIZ Investment Advisory Services, LLC 0.01% No change 546 $342K
PW Nova Financial Services LLC 0.13% — 541 $340K
Howard Bailey Securities, LLC 0.13% Reduce -42.4% 541 $339K
Stirlingshire Investments, Inc. 0.30% — 541 $339K
Pacifica Partners Inc. 0.15% Reduce -13.1% 538 $338K
Scott & Selber, Inc. 0.08% Add +24.0% 538 $337K
Morse Asset Management, Inc 0.07% No change 537 $337K
Columbia Advisory Partners LLC 0.23% New 537 $337K
Lebenthal Global Advisors, LLC 0.05% Reduce -8.7% 536 $336K
Private Capital Advisors, Inc. 0.03% No change 535 $336K
Vermillion & White Wealth Management Group, LLC 0.18% Add +0.2% 534 $335K
Atlantic Private Wealth, LLC 0.21% No change 534 $335K
Droms Strauss Advisors Inc. /Mo/ 0.09% Add +4.1% 534 $335K
Hedeker Wealth, LLC 0.07% Reduce -43.5% 533 $334K
Seneca House Advisors 0.12% Add +23.1% 532 $334K
Novak & Powell Financial Services, Inc. 0.17% No change 532 $334K
Sincerus Advisory, LLC 0.27% Add +0.6% 531 $333K
Harpswell Capital Advisors, LLC 0.26% Reduce -22.4% 530 $332K
Patton Fund Management, Inc. 0.04% No change 530 $332K
SVRN Asset Management, LLC 0.27% — 529 $332K
W Advisors, LLC 0.17% Reduce -13.6% 528 $331K
Chancellor Financial Group WB LP 0.23% Add +0.2% 528 $331K
Cushing Capital Partners, LLC 0.25% No change 528 $331K
Emergent Wealth Advisors, LLC 0.19% No change 528 $331K
West Branch Capital LLC 0.09% Reduce -2.6% 528 $331K
Hidden Cove Wealth Management, LLC 0.21% Reduce -22.9% 528 $331K
BlueSky Wealth Advisors, LLC 0.04% Add +7.3% 527 $330K
Courage Miller Partners, LLC 0.10% Add +42.2% 526 $330K
Rogco, LP 0.11% No change 525 $329K
Semus Wealth Partners LLC 0.18% Reduce -4.0% 524 $329K
United Bank 0.11% Add +10.6% 524 $329K
Overbrook Management Corp 0.06% Reduce -13.3% 524 $328K
Catalina Capital Group, LLC 0.20% New 523 $328K
Penobscot Investment Management Company, Inc. 0.02% No change 520 $326K
Littlejohn Financial Services, Inc. 0.24% Add +2.8% 520 $326K
J.E. Simmons & Co., P.C. 0.21% — 520 $326K
Moller Wealth Partners 0.07% Reduce -3.4% 520 $326K
Clarendon Private LLC 0.28% Add +17.4% 519 $326K
Private Wealth Management Group, LLC 0.09% Add +1.8% 518 $325K
Parkside Investments, LLC 0.04% No change 516 $324K
Nvwm, LLC 0.07% Reduce -16.1% 515 $323K
Swmg, LLC 0.09% New 508 $323K
626 Financial, LLC 0.14% Reduce -52.6% 514 $323K
Carolina Wealth Advisors, LLC 0.14% Reduce -5.0% 514 $322K
Maltin Wealth Management, Inc. 0.13% Reduce -3.4% 514 $322K
WMG Financial Advisors, LLC 0.13% Reduce -90.6% 513 $322K
E6 Portfolios, LLC 0.37% — 513 $322K
Hofer & Associates. Inc 0.17% No change 513 $322K
Boulder Wealth Advisors, LLC 0.14% Reduce -5.7% 513 $322K
Main Street Research LLC 0.02% Reduce -51.5% 513 $322K
Concentrum Wealth Management 0.09% New 513 $322K
Clarity Financial LLC 0.03% Add +0.2% 512 $321K
Grove Street Fiduciary, LLC 0.13% Add +0.2% 511 $320K
Norden Group LLC 0.03% Add +0.2% 510 $320K
Pacific Wealth Management 0.15% No change 510 $320K
Access Financial Services, Inc. 0.12% Add +15.7% 509 $319K
New Perspectives, Inc 0.11% New 507 $318K
Motco 0.03% Reduce -19.3% 507 $318K
J. L. Bainbridge & Co., Inc. 0.03% New 506 $318K
Pinnacle Wealth Management Group, Inc. 0.16% No change 506 $317K
Heck Capital Advisors, LLC 0.02% Reduce -43.9% 505 $317K
White Knight Strategic Wealth Advisors, LLC 0.23% Reduce -1.0% 504 $316K
Decker Wealth Management LLC 0.07% — 504 $316K
Fusion Capital, LLC 0.09% Add +6.3% 503 $316K
Benson Investment Management Company, Inc. 0.11% Add +17.3% 502 $315K
O'ROURKE & COMPANY, Inc 0.12% Add +5.3% 501 $314K
East Coast Asset Management, LLC. 0.09% No change 500 $314K
Arq Wealth Advisors, LLC 0.08% No change 500 $314K
Allodium Investment Consultants, LLC 0.16% Add +41.2% 497 $312K
Joule Financial, LLC 0.09% Reduce -1.8% 497 $312K
Safe Harbor Wealth Advisors, LLC 0.30% — 496 $311K
Guidance Capital, Inc. 0.08% Add +0.8% 489 $310K
One Degree Advisors Inc 0.09% New 495 $310K
Rodgers & Associates, LTD 0.03% Add +2.3% 492 $309K
American National Bank & Trust 0.03% Add +75.4% 491 $308K
Greater Midwest Financial Group, LLC 0.17% Add +17.2% 490 $307K
Westside Investment Management, Inc. 0.05% No change 489 $307K
Curio Wealth, LLC 0.11% No change 482 $306K
1832 Asset Management L.P. 0.00% No change 487 $305K
MB Generational Wealth, LLC 0.16% Reduce -1.8% 486 $305K
American Financial Advisors, LLC 0.04% Reduce -2.8% 484 $303K
Mid-American Wealth Advisory Group, Inc. 0.13% Add +12.6% 484 $303K
Paradigm Capital Management, LLC 0.28% Add +0.4% 482 $302K
Mainsail Asset Management, LLC 0.13% New 481 $302K
Waycross Investment Management Co 0.27% Reduce -4.4% 481 $302K
Fairfield, Bush & Co. 0.16% Reduce -2.8% 480 $301K
McNamara Financial Services, Inc. 0.06% Reduce -0.8% 480 $301K
Centennial Wealth Advisory LLC 0.08% Add +4.4% 479 $300K
Tanglewood Legacy Advisors, LLC 0.11% No change 478 $300K
Hilltop Wealth Advisors, LLC 0.15% Add +1.3% 477 $299K
Timmons Wealth Management, LLC 0.29% — 476 $299K
BKM Wealth Management, LLC 0.11% No change 476 $299K
Encompass Wealth Advisors, LLC 0.10% Add +0.6% 475 $298K
Golden Bell Financial Planning LLC 0.25% No change 475 $298K
Yardley Wealth Management LLC 0.16% New 475 $298K
CNB Bank 0.12% No change 475 $298K
Centerpoint Advisors, LLC 0.09% No change 473 $297K
Strategic Equity Management 0.10% No change 473 $297K
Blue Fin Capital, Inc. 0.05% Add +0.4% 473 $297K
Left Brain Wealth Management, LLC 0.10% New 472 $296K
Brown Miller Wealth Management, LLC 0.08% Add +16.6% 471 $295K
Divergent Planning, LLC 0.08% No change 469 $295K
Avaii Wealth Management, LLC 0.11% Add +24.7% 469 $294K
Waterford Advisors, LLC 0.11% Add +2.2% 469 $294K
Stolper Co 0.09% Reduce -1.5% 469 $294K
Meritas Wealth Management, LLC 0.14% Add +0.4% 468 $293K
Commonwealth Financial Services, LLC 0.05% Add +5.7% 466 $292K
Leeward Financial Partners, LLC 0.08% Add +7.4% 466 $292K
Arbor Trust Wealth Advisors, LLC 0.13% Reduce -19.7% 465 $292K
Highland Financial Advisors, LLC 0.08% No change 464 $291K
Cornerstone Advisors Asset Management, LLC 0.05% Reduce -0.8% 464 $291K
Jackson Thornton Wealth Management, LLC 0.03% New 457 $291K
RIA Advisory Group LLC 0.07% Add +0.7% 464 $291K
Platt Investment Counsel, LLC 0.21% No change 463 $290K
Fluent Financial, LLC 0.11% No change 463 $290K
Ehrlich Financial Group 0.17% Reduce -18.5% 463 $290K
Whipplewood Advisors, LLC 0.19% Reduce -0.9% 462 $290K
Great Waters Wealth Management 0.03% Add +12.2% 460 $289K
Red Reef Advisors LLC 0.29% — 460 $288K
Salus Financial Advisors, LLC 0.17% Add +16.5% 460 $288K
Riverstone Advisors, LLC 0.14% No change 460 $288K
Reynders McVeigh Capital Management, LLC 0.01% Add +30.8% 459 $288K
ARK & TLK Investments, LLC 0.08% No change 459 $288K
OakTrust Wealth Advisors, LLC 0.26% — 457 $287K
Dempze Nancy E 0.15% New 457 $287K
Windsor Capital Management, LLC 0.08% Reduce -16.4% 457 $287K
Nia Impact Advisors, LLC 0.10% Add +1.8% 455 $285K
Ahara Advisors LLC 0.26% — 454 $285K
Chesapeake Asset Management LLC 0.24% Add +107.3% 454 $285K
Ark Wealth Advisors LLC 0.31% — 454 $285K
Asempa Wealth Advisors 0.25% — 454 $285K
Portfolio Strategies, Inc. 0.03% Add +28.8% 452 $284K
Basecamp Wealth Advisors LLC 0.06% — 451 $283K
M. Kraus & Co 0.08% No change 450 $282K
Tenret Co LLC 0.14% No change 449 $282K
Gilliland Jeter Wealth Management LLC 0.09% Add +7.4% 449 $282K
Ramirez Asset Management, Inc. 0.04% No change 448 $281K
Evelyn Partners Investment Management Services Ltd 0.04% Add +0.9% 448 $281K
Legacy Wealth Management, LLC 0.02% New 447 $280K
Adkins Seale Capital Management LLC 0.28% — 445 $279K
MRWM Advisors, LLC 0.15% No change 445 $279K
SWP Financial LLC 0.14% Reduce -0.7% 444 $278K
Outlook Wealth Advisors, LLC 0.06% Reduce -1.6% 444 $278K
Abner Herrman & Brock LLC 0.03% No change 443 $278K
Affinity Wealth Management LLC 0.04% Add +8.1% 443 $278K
Montis Financial, LLC 0.05% Reduce -1.1% 442 $277K
Sacks & Associates, LLC 0.20% — 442 $277K
Core Wealth Advisors, LLC 0.22% — 442 $277K
Hummer Financial Advisory Services Inc 0.20% Reduce -14.0% 441 $277K
Genesis Financial Group, LLC 0.16% — 441 $277K
Birchcreek Wealth Management, LLC 0.14% Add +10.0% 441 $277K
Planning Center, Inc. 0.03% Add +0.2% 439 $275K
ESL Trust Services, LLC 0.05% No change 439 $275K
Capital Insight Partners, LLC 0.06% Add +5.8% 439 $275K
Bernzott Capital Advisors 0.13% New 438 $275K
Sawgrass Asset Management LLC 0.03% New 437 $274K
Net Worth Advisory Group 0.06% New 437 $274K
Greykasell Wealth Strategies, Inc. 0.11% Add +21500.0% 432 $271K
Bayshore Asset Management, LLC 0.11% No change 432 $271K
Private Management Group Inc. 0.01% Add +20.1% 431 $270K
Altus Wealth Group LLC 0.11% Add +6.4% 430 $270K
James Reed Financial Services, Inc. 0.22% No change 430 $270K
Garrison Point Advisors, LLC 0.12% Reduce -44.8% 430 $270K
Legal & General Group Plc 0.00% New 430 $270K
Akuna Securities LLC 0.10% New 429 $269K
Pekin Hardy Strauss, Inc. 0.02% New 429 $269K
Cosner Financial Group, LLC 0.14% No change 428 $268K
Wealth Preservation Advisors, LLC 0.14% No change 428 $268K
Bull Oak Capital, LLC 0.11% New 427 $268K
Clarity Retirement & Wealth, LLC 0.24% — 426 $267K
New World Advisors LLC 0.05% No change 426 $267K
FORM Wealth Advisors, LLC 0.03% — 426 $267K
Stephenson & Company, Inc. 0.15% No change 426 $267K
Portfolio Resources Advisor Group, Inc. 0.27% — 425 $267K
Kuhn & Co Investment Counsel 0.18% New 425 $266K
Centennial Advisors, LLC 0.34% — 423 $265K
Red Tortoise LLC 0.11% Reduce -89.5% 423 $265K
S&co Inc. 0.02% No change 423 $265K
Traub Capital Management LLC 0.25% No change 422 $265K
WPWealth LLP 0.04% Add +0.2% 422 $265K
Three Arch Wealth Management LLC 0.05% — 419 $263K
Gratus Wealth Advisors, LLC 0.04% No change 418 $262K
Powell Investment Advisors, LLC 0.09% Add +0.5% 418 $262K
Riggs Asset Managment Co. Inc. 0.05% Add +0.5% 417 $262K
LVZ, Inc. 0.03% Reduce -0.5% 417 $262K
Flagship Private Wealth, LLC 0.10% Add +0.5% 416 $261K
Blue Barn Wealth, LLC 0.38% Reduce -38.4% 416 $261K
Sicart Associates LLC 0.07% No change 416 $261K
Tempus Wealth Planning, LLC 0.06% Add +3.0% 415 $261K
Christine Messmer PC 0.17% — 415 $260K
Financial Guidance Group, Inc. 0.11% No change 413 $259K
Paulson Wealth Management Inc. 0.06% Reduce -17.1% 413 $259K
Aire Advisors, LLC 0.05% Reduce -0.2% 413 $259K
Samlyn Capital, LLC 0.00% Reduce -0.5% 411 $258K
Seneca Financial Advisors LLC 0.08% No change 410 $257K
SevenBridge Financial Group, LLC 0.04% Add +0.8% 403 $257K
PUREfi Wealth, LLC 0.20% No change 407 $255K
Security National Bank of Sioux City Iowa 0.16% Reduce -2.4% 407 $255K
Sun Group Wealth Partners 0.20% — 406 $255K
Cedar Point Capital Partners, LLC 0.16% Add +22.0% 405 $254K
Searle & Co. 0.07% No change 405 $254K
Bernicke Wealth Management, Ltd. 0.03% — 405 $254K
Orleans Capital Management Corp. 0.16% No change 403 $253K
Semitam Bonam LLC 0.21% New 402 $252K
Delta Investment Management, LLC 0.04% Add +21.1% 401 $251K
Wells Financial Advisors INC 0.48% No change 400 $251K
General Partner, Inc. 0.14% No change 400 $251K
Bravias Capital Group, LLC 0.15% Reduce -4.8% 399 $251K
David J Yvars Group 0.13% Add +0.5% 399 $250K
Hartford Funds Management Co LLC 0.02% New 398 $250K
Meadowbrook Wealth Management, LLC 0.29% No change 398 $250K
RMR Capital Management, LLC 0.18% Add +0.3% 396 $249K
Noble Family Wealth, LLC 0.05% New 396 $248K
Fogel Capital Management, Inc. 0.11% Add +2.1% 396 $248K
Guardian Wealth Management, Inc. 0.15% New 394 $247K
Cowa, LLC 0.08% New 394 $247K
Key Capital Management, INC 0.24% — 394 $247K
Burke & Herbert Bank & Trust Co. 0.07% Reduce -84.6% 393 $246K
Absolute Capital Management, LLC 0.09% Reduce -92.7% 392 $246K
Satovsky Asset Management LLC 0.05% Add +0.5% 392 $246K
Voisard Asset Management Group, Inc. 0.05% No change 390 $245K
MinichMacGregor Wealth Management, LLC 0.04% Reduce -11.6% 389 $244K
Core Wealth Management, Inc. 0.08% Reduce -14.9% 389 $244K
ONE Advisory Partners, LLC 0.07% No change 387 $243K
Prudent Man Investment Management, Inc. 0.08% Reduce -33.7% 386 $242K
Planwiser Financial, LLC 0.18% No change 384 $242K
Cogent Strategic Wealth LLC 0.26% — 380 $241K
Proactive Wealth Strategies LLC 0.10% Add +10.1% 383 $240K
Poinciana Advisors Group, LLC 0.19% Reduce -6.8% 382 $239K
Signature Wealth Management Partners, LLC 0.12% No change 381 $239K
Endowment Wealth Management, Inc. 0.11% New 381 $239K
John A. Wolfe & Associates, Inc. 0.13% — 381 $239K
Carr Financial Group Corp 0.06% Add +0.8% 380 $238K
Buck Wealth Strategies, LLC 0.03% Add +10.1% 380 $238K
Rockline Wealth Management, LLC 0.05% Add +1.6% 377 $236K
Paces Ferry Wealth Advisors, LLC 0.10% No change 377 $236K
Cane Capital Partners, LLC 0.10% — 376 $236K
Pacific Sage Partners, LLC 0.04% New 376 $236K
NorthStar Asset Management LLC 0.11% New 375 $235K
Seaview Investment Managers LLC 0.09% Reduce -11.3% 375 $235K
Valicenti Advisory Services Inc. 0.05% New 374 $235K
Baron Financial Group, LLC 0.13% New 375 $235K
Opinicus Capital, Inc. 0.16% Add +0.8% 375 $235K
Oakmont Investment Advisors, Inc. 0.17% — 373 $234K
Ramsay, Stattman, Vela & Price, Inc. 0.04% Add +0.3% 372 $233K
Independent Wealth Advisors LLC 0.24% — 371 $232K
Aldebaran Financial Inc. 0.21% No change 368 $232K
Aureus Asset Management, LLC 0.01% Add +2.2% 370 $232K
Inlight Wealth Management, LLC 0.08% Add +19.4% 369 $232K
Randolph Co Inc 0.02% No change 368 $231K
CarsonAllaria Wealth Management, Ltd. 0.11% New 367 $230K
Briggs Wealth Management, Inc 0.25% — 367 $230K
Monetary Solutions, Ltd 0.23% — 366 $230K
Arvest Bank Trust Division 0.01% No change 366 $230K
Banque Transatlantique SA 0.01% No change 365 $229K
William John Sempolinski 0.11% — 365 $229K
Moneywise, Inc. 0.10% No change 365 $229K
Delta Financial Advisors LLC 0.06% Reduce -23.8% 365 $229K
Knuff & Co LLC 0.07% No change 363 $228K
Fca Corp. 0.06% Add +0.6% 363 $227K
Alternative Investment Advisors, LLC. 0.10% New 361 $227K
Union Savings Bank 0.10% — 362 $227K
SKY-Mountain Capital Management, Inc. 0.15% Add +0.3% 355 $226K
Transatlantique Private Wealth LLC 0.07% No change 360 $226K
Marathon Capital Management 0.05% Reduce -1.4% 360 $226K
Gray Private Wealth, LLC 0.11% New 360 $226K
Everpar Advisors LLC 0.08% Add +2.3% 360 $226K
Hiley Hunt Wealth Management 0.10% No change 360 $225K
Cadinha & Co. LLC 0.03% New 359 $225K
Copia Wealth Management 0.16% Add +0.6% 359 $225K
Continental Investors Services, Inc. 0.29% Reduce -0.3% 353 $225K
Hilltop Partners LLC 0.06% New 358 $225K
Live Oak Private Wealth LLC 0.03% No change 358 $225K
ZEGA Investments, LLC 0.04% Reduce -0.6% 357 $224K
Price Financial Group Wealth Management, Inc 7.05% — 356 $223K
Sonoma Private Wealth LLC 0.27% No change 355 $223K
Compass Financial Group, Inc. 0.10% No change 355 $223K
Marin Bay Wealth Advisors, LLC 0.13% — 355 $222K
Seven Springs Wealth Group, LLC 0.06% New 354 $222K
Ironwood Wealth Management, LLC. 0.07% Reduce -38.5% 352 $221K
One Wealth Management Investment & Advisory Services, LLC 0.24% New 352 $221K
Seven Post Investment Office LP 0.08% Reduce -7.4% 352 $221K
Wealth Analytics Partners, LLC 0.09% — 351 $220K
Boomfish Wealth Group, LLC 0.12% New 351 $220K
M Wealth Management, LLC 0.19% No change 350 $219K
Post Resch Tallon Group Inc. 0.19% New 350 $219K
Stewardship Concepts Financial Services LLC 0.18% — 347 $218K
Gerber, LLC 0.12% Add +0.6% 346 $217K
Journey Advisory Group, LLC 0.02% Add +4.5% 345 $216K
Triune Financial Partners, LLC 0.05% Add +0.3% 339 $216K
Shearwater Capital LLC 0.12% New 344 $216K
Archer Investment Management, LLC 0.12% Reduce -1.7% 344 $216K
Atlas Brown,Inc. 0.06% Reduce -24.7% 344 $216K
Provident Wealth Management, LLC 0.06% No change 343 $215K
Banque Cantonale Vaudoise 0.01% Reduce -16.3% 343 $215K
American Money Management, LLC 0.03% Reduce -73.5% 342 $215K
Mason & Associates, LLC 0.05% Reduce -3.1% 342 $214K
Westbourne Investment Advisors, Inc. 0.06% No change 341 $214K
Redwood Wealth Management Group, LLC 0.09% New 340 $213K
Global Trust Wealth Management LLC 0.16% — 340 $213K
KW Wealth Management LLC 0.32% Add +2.4% 339 $213K
Beaton Management Co. Inc. 0.09% No change 340 $213K
Sterling Financial Planning, Inc. 0.06% New 339 $213K
Tilson Financial Group, Inc. 0.07% New 339 $212K
Berry Wealth Group, LP 0.74% Reduce -57.7% 336 $211K
Tenzing Financial LLC 0.17% — 336 $211K
Mindset Wealth Management, LLC 0.06% No change 336 $211K
Armstrong Henry H Associates Inc. 0.02% No change 336 $211K
McCartney Wealth Management LLC 0.18% — 335 $210K
Intergy Private Wealth, LLC 0.06% New 335 $210K
Spirit of America Management Corp. 0.04% Reduce -46.7% 329 $210K
Grant Street Asset Management, Inc. 0.04% Reduce -5.4% 334 $209K
Disciplined Investments, LLC 0.08% Add +0.6% 334 $209K
Dynamic Financial Group 0.18% Reduce -39.7% 333 $209K
NBZ Investment Advisors LLC 0.09% No change 333 $209K
Simmons Bank 0.01% No change 332 $208K
Silver Oak Advisory Group, Inc. 0.09% Reduce -19.6% 332 $208K
Archvest Wealth Advisors, Inc. 0.13% New 331 $208K
Tiemann Investment Advisors, LLC 0.08% No change 331 $208K
IAM Advisory, LLC 0.05% New 331 $208K
Bright Futures Wealth Management, LLC. 0.15% New 330 $207K
Wealth Alliance Advisory Group, LLC 0.04% New 330 $207K
Redwood Financial Network Corp 0.13% Reduce -13.0% 328 $206K
WealthTrust Asset Management, LLC 0.14% Reduce -2.4% 328 $206K
Goldstein Advisors, LLC 0.02% Reduce -17.4% 328 $206K
Elyxium Wealth, LLC 0.06% No change 328 $206K
Financial Alternatives, Inc 0.12% Reduce -24.0% 326 $205K
Karras Company, Inc. 0.20% — 325 $204K
Pin Oak Investment Advisors Inc. 0.14% Add +2.6% 319 $203K
Mission Hills Financial Advisory, LLC 0.11% New 323 $203K
Dean, Jacobson Financial Services, LLC 0.13% New 322 $202K
Field & Main Bank 0.06% No change 322 $202K
True Freedom Investing, LLC 0.01% New 322 $202K
Noble Wealth Management PBC 0.10% Add +222.0% 322 $202K
First National Bank of Hutchinson 0.12% New 321 $201K
Campbell Capital Management Inc. 0.07% New 321 $201K
Melfa Wealth Management, Inc. 0.12% New 320 $201K
Daytona Street Capital LLC 0.16% — 320 $201K
Dorato Capital Management 0.15% — 309 $196K
Wagner Wealth Management, LLC 0.04% Reduce -1.6% 312 $196K
Register Financial Advisors LLC 0.07% Add +0.3% 307 $192K
Your Advocates Ltd., LLP 0.06% Reduce -14.8% 304 $191K
Alexis Investment Partners, LLC 0.07% Add +0.3% 303 $190K
Kings Path Partners LLC 0.07% Add +0.3% 302 $189K
Garner Asset Management Corp 0.07% New 300 $188K
Bullock Wealth Management Group 0.09% — 297 $186K
Davis Capital Management 0.13% Add +11.4% 293 $184K
Roxbury Financial LLC 0.16% No change 291 $182K
Aspect Partners, LLC 0.08% Reduce -14.6% 280 $176K
2UniFi Bank 0.08% No change 279 $175K
Sachetta, LLC 0.10% Reduce -80.1% 278 $174K
Hilton Head Capital Partners, LLC 0.10% — 271 $170K
Cornerstone Financial Management LLC 0.16% — 270 $169K
Jackson Hole Capital Partners, LLC 0.03% Add +15.2% 265 $166K
Winnacle Wealth LLC 0.12% New 263 $165K
Frisco Financial Planning LLC 0.14% Add +0.8% 259 $162K
Dakota Community Bank & Trust NA 0.54% Reduce -72.7% 252 $158K
Stone House Investment Management, LLC 0.02% No change 245 $154K
REAP Financial Group, LLC 0.03% Reduce -0.4% 243 $153K
Elevation Wealth Partners, LLC 0.05% Reduce -20.3% 239 $150K
Rowlandmiller & Partners.adv 0.03% Add +0.4% 239 $150K
Capital Investment Counsel, Inc 0.02% New 235 $147K
Wallace Hart LLC 0.11% No change 230 $144K
Chelsea Counsel Co. 0.06% No change 228 $143K
Centennial Bank 0.06% No change 224 $140K
Frankly Finances, LLC 0.13% — 220 $138K
Breakwater Investment Management 0.05% No change 219 $137K
Capital Advisors, Ltd. LLC 0.02% No change 218 $137K
Westend Capital Management, LLC 0.04% No change 218 $137K
Marshall & Sterling Wealth Advisors Inc. 0.09% Add +211.8% 212 $133K
Covestor Ltd 0.07% Add +6900.0% 210 $132K
McMillan Office, Inc. 0.02% — 204 $128K
Truvestments Capital LLC 0.02% No change 202 $127K
Game Plan Financial Advisors, LLC 0.05% Add +2.0% 201 $126K
Quaker Wealth Management, LLC 0.04% Add +99.0% 199 $125K
Gold Investment Management Ltd. 0.04% No change 199 $125K
Beacon Financial Strategies CORP 0.07% New 198 $124K
PFS Partners, LLC 0.06% Add +0.5% 193 $121K
WPG Advisers, LLC 0.09% No change 190 $119K
Pension & Wealth Management Advisors, Inc. 0.04% Add +93.8% 188 $118K
Matrix Private Capital Group LLC 0.06% Add +186.2% 186 $116K
Miller Capital Partners, Inc. 0.06% — 185 $116K
Pinney & Scofield, Inc. 0.07% Add +0.5% 185 $116K
North Ridge Wealth Advisors, Inc. 0.06% Reduce -60.0% 183 $115K
NorthAvenue LLC 0.09% — 182 $114K
Dogwood Wealth Management LLC 0.05% Reduce -15.2% 173 $108K
IFC & Insurance Marketing, Inc. 0.11% — 171 $108K
Bank & Trust Co 0.08% No change 172 $108K
Atwood & Palmer Inc. 0.01% Add +183.3% 170 $107K
Godfrey Financial Associates, Inc. 0.09% — 168 $105K
GGM Financial LLC 0.05% Add +121.6% 164 $103K
Godsey & Gibb, Inc. 0.01% Reduce -20.9% 163 $102K
Prosperity Bancshares Inc 0.09% — 162 $102K
Proathlete Wealth Management LLC 0.03% New 162 $102K
Bitterroot Capital Advisors LLC 0.07% — 161 $101K
1 North Wealth Services LLC 0.03% Add +500.0% 156 $98K
Woodard & Co. Asset Management Group Inc. 0.02% Reduce -3.8% 152 $95K
Chung Wu Investment Group, LLC 0.08% No change 150 $94K
Acima Private Wealth, LLC 0.03% No change 150 $94K
Goodman Advisory Group, LLC 0.02% No change 150 $94K
Mechanics Financial Corp 0.03% No change 149 $93K
Weaver Capital Management LLC 0.02% Reduce -27.2% 147 $92K
LM Advisors LLC 0.36% Reduce -35.7% 56,899 $91K
Vision Financial Markets LLC 0.09% No change 141 $88K
CDKV Holdings LLC 0.07% — 139 $87K
POM Investment Strategies, LLC 0.04% Reduce -72.3% 138 $87K
Lummis Asset Management, LP 0.05% No change 133 $83K
IFS Advisors, LLC 0.04% Reduce -48.2% 132 $83K
EPG Wealth Management LLC 0.02% Add +357.1% 128 $80K
Founders Capital Management 0.04% No change 128 $80K
Strategic Advocates LLC 0.02% Add +23.5% 121 $76K
FWL Investment Management, LLC 0.02% No change 120 $75K
Ankerstar Wealth, LLC 0.07% — 117 $73K
Transce3nd, LLC 0.59% No change 114 $73K
Cordant, Inc. 0.03% No change 116 $73K
1620 Investment Advisors, Inc. 0.05% Reduce -0.9% 114 $71K
Navigoe, LLC 0.04% No change 114 $71K
Basepoint Wealth LLC 0.04% New 111 $70K
Team Financial Group, LLC 0.03% New 111 $70K
Lynch Asset Management, Inc. 0.02% No change 110 $69K
SIMA Wealth Partners, LLC 0.05% Reduce -14.3% 108 $68K
Zeit Capital LLC 0.04% No change 102 $64K
Investors Portfolio Services LLC 0.06% — 101 $63K
Harbor Asset Planning, Inc. 0.05% No change 98 $62K
Arbor Wealth Management LLC\AZ 0.05% — 95 $59K
Avalon Trust Co 0.00% Reduce -68.8% 92 $58K
Eukles Asset Management 0.02% No change 90 $56K
Abound Financial, LLC 0.02% New 90 $56K
Legacy Wealth Managment, LLC 0.03% No change 89 $56K
Sherman Asset Management, Inc. 0.05% No change 87 $55K
American Wealth Advisors, LLC 0.05% Reduce -11.1% 80 $50K
Evelyn Partners Investment Management LLP 0.00% Add +3750.0% 77 $48K
Gilpin Wealth Management, LLC 0.04% — 76 $48K
Windsor Advisory Group, LLC 0.04% Reduce -78.3% 75 $47K
Bay Harbor Wealth Management, LLC 0.01% No change 72 $45K
Financial Network Wealth Advisors LLC 0.05% No change 70 $44K
Turning Point Benefit Group, Inc. 0.02% No change 67 $42K
Mowery & Schoenfeld Wealth Management, LLC 0.06% Reduce -2.9% 67 $42K
Global Trust Asset Management, LLC 0.02% Reduce -71.0% 66 $42K
Decker Retirement Planning Inc. 0.02% Reduce -50.8% 66 $41K
Redwood Park Advisors LLC 0.03% New 65 $41K
Tripletail Wealth Management, LLC 0.05% Reduce -14.7% 64 $40K
Cedar Mountain Advisors, LLC 0.01% Reduce -13.7% 63 $40K
Punch & Associates Investment Management, Inc. 0.00% No change 62 $39K
Garton & Associates Financial Advisors LLC 0.02% — 62 $39K
Contravisory Investment Management, Inc. 0.01% Add +15.1% 61 $38K
Advocate Investing Services LLC 0.03% — 59 $37K
Kozak & Associates, Inc. 0.01% Reduce -41.2% 57 $36K
Mark Sheptoff Financial Planning, LLC 0.02% No change 57 $36K
Thompson Investment Management, Inc. 0.00% Add +22.7% 54 $34K
Redmont Wealth Advisors LLC 0.05% Add +8.3% 52 $33K
Premier Financial Group 0.01% No change 51 $32K
Bernard Wealth Management Corp. 0.01% Reduce -5.6% 51 $32K
Signature Equity Partners, LLC 0.02% — 50 $31K
Front Row Advisors LLC 0.01% No change 50 $31K
Creative Capital Management Investments LLC 0.01% Add +900.0% 50 $31K
Pflug Koory, LLC 0.01% Reduce -59.0% 50 $31K
CoreFirst Bank & Trust 0.02% New 49 $31K
Camelot Portfolios, LLC 0.02% New 44 $27K
Innovative Advisory Group, LLC 0.02% No change 43 $27K
United Community Bank 0.01% New 43 $27K
Quattro Advisors LLC 0.02% — 43 $27K
Nvest Wealth Strategies, Inc. 0.02% — 41 $26K
Ballast Advisors LLC 0.01% Reduce -71.4% 40 $25K
Horrell Capital Management, Inc. 0.01% No change 38 $24K
True Wealth Design, LLC 0.01% Reduce -54.2% 38 $24K
Milestone Investment Advisors LLC 0.01% No change 37 $23K
Burkett Financial Services, LLC 0.01% Reduce -78.5% 35 $22K
RHL Group, LLC 0.02% — 32 $20K
Hughes Financial Services, LLC 0.00% No change 30 $19K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 25 $16K
Aberdeen Wealth Management LLC 0.01% Add +242.9% 24 $15K
Broadwater Capital Management LLC 0.01% No change 24 $15K
Reflection Asset Management 0.01% — 21 $13K
Commonwealth Retirement Investments LLC 0.00% New 21 $13K
Rachor Investment Advisory Services, LLC 0.01% — 20 $13K
Friedenthal Financial 0.01% Add +300.0% 20 $13K
Bare Financial Services, Inc 0.00% Reduce -35.7% 18 $11K
Arvest Investments, Inc. 0.00% No change 18 $11K
Valued Wealth Advisors LLC 0.00% No change 17 $11K
Central Pacific Bank - Trust Division 0.00% No change 17 $11K
Clarity Asset Management, Inc. 0.01% Reduce -92.3% 16 $10K
Rice Partnership, LLC 0.00% Add +16.7% 14 $9K
Horizon Financial Services, LLC 0.00% No change 13 $8K
ROSS\JOHNSON & Associates LLC 0.15% No change 13 $8K
Winthrop Capital Management, LLC 0.00% New 13 $8K
CKW Financial Group 0.00% Add +550.0% 13 $8K
Benson Wealth Management INC 0.01% — 9 $6K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 9 $6K
Meramec Financial Planners, LLC 0.00% — 7 $4K
Elevate Wealth Advisory, Inc. 0.00% New 7 $4K
Principia Wealth Advisory, LLC 0.00% No change 6 $4K
Gould Capital, LLC 0.00% No change 6 $4K
Motiv8 Investments LLC 0.00% New 5 $3K
Aventus Investment Advisors, Inc. 0.00% No change 4 $3K
Barnes Dennig Private Wealth Management LLC 0.00% No change 2 $2K
Birchbrook, Inc. 0.00% No change 2 $1K
Miller Global Investments, LLC 0.00% — 2 $1K
Wellington Shields & Co., LLC 0.00% Add +100.0% 2 $1K
New England Capital Financial Advisors LLC 0.00% Reduce -98.9% 1 $628
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% — 1 $627
Miller Wealth Advisors, LLC 0.00% No change 1 $627

"% of holder's portfolio" is VOO's weight in each manager's 13F, not the share of Vanguard S&P 500 ETF the manager owns.